BRUNER WEALTH MANAGEMENT - Key Persons
Matthew is licensed to provide fixed annuities and other insurance products in Kansas and Missouri. He has extensive experience in retirement strategies, fixed and indexed annuities, life insurance and long-term care insurance.
Matthew retired from a career as a police officer and served in the U.S. Army. Additionally, he owned a successful business in the Kansas City area. A husband, father and public servant, Matt's lifelong passion is to help people achieve their financial dreams.
Job Titles:
- Investment Advisor
- Representative
- Founder and Investment Advisor Representative
- Registered Representative and Investment Advisor
Bob has 30+ years of experience in the investment industry. He began his career at Van Kampen Funds in Chicago, where he worked his way through the company. It was not uncommon for his friends and family to seek investment advice. But when helping them, Bob realized many of his loved ones were underserved by their financial advisors. He was surprised to find there was poor communication, little financial planning, zero discussion of goals, and no understanding of the fees they were paying.
Bob knew he could do a better job of addressing client needs. And, so, in 1991, he launched BRUNER Wealth Management, LLC. Since then, Bob has focused his attention on clients in Mountville, South Central Pennsylvania, and other surrounding states.
As an Investment Advisor Representative, Bob is fully licensed to offer investment and insurance products. He helps people with various backgrounds and financial means. Bob also is certified to provide continuing education credits to attorneys and CPAs on tax and other financial issues. He brings all of his financial and business experience, with an honest and ethical approach, to guide his clients to help meet their financial goals.
Robert W. Bruner is a licensed Registered Representative and Investment Advisor Representative. He is licensed and registered for securities and/or insurance in AZ, CA, DE, FL, GA, KS, MD, MO, NJ, NY, OH, PA. If you live outside of PA, contact us to be sure we are registered in your state. Matthew Bruner is insurance licensed in KS and MO.
Job Titles:
- Administrative Assistant / IT Administrator
Sonya oversees office administration and technology support by working closely with clients to offer back-office support and account management. She is also a licensed practical nurse and, due to her own unique experience with visual challenges, assists clients who have vision impairments.
Through close collaboration with investment companies, Sonya oversees client-account processes, prepares, and tracks paperwork on new account openings and asset transfers. She also addresses client account questions and needs.