Connie Brezik

Description

Connie Brezik, CPA, PFS, CFP® is a Wealth Advisor with Buckingham’s Casper, WY and Scottsdale, AZ offices. As a Wealth Advisor, Connie works with clients to form a comprehensive financial plan tailored to their individual circumstances, one that includes portfolio management, tax strategies, practical estate planning, wealth transfer considerations, retirement analysis and education planning. She welcomes the chance to help clients work through difficult situations, finding solutions that they may not have thought of and guidance about what to do if their plans don’t work out as anticipated.

Connie, who takes great pride in educating investors in a clear and understandable way, writes a monthly column on investment and wealth planning for the Casper Star Tribune. Her financial advice has also appeared in a number of other national and industry media outlets, including USA Today, Worth, Mutual Funds Magazine, Financial Planning and the Journal of Accountancy.

Connie served as president of Asset Strategies Inc. from 2002 until the firm joined Buckingham in 2015.

Outside of work, she serves on the board of the Wyoming Community Foundation and chairs the nonprofit’s investment committee. Connie is also active with the Casper Rotary Club and enjoys traveling, hiking, biking and yoga. Connie, who hails from Rapid City, South Dakota, relocated to Wyoming in 1975.

Fields of Practice

• Advisory Services
• Cash Management
• Financial Planning
• Insurance
• Personal Financial Planning
• Retirement Planning
• Estate and Gift Tax
• Taxation (General)