Connie Brezik| CFP®, CPA/PFS
Buckingham Strategic Wealth
- Fee-Only Financial Planning
- Charitable Giving Planning
- High Net Worth Client Needs
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Planning
- College Education Planning
- 401(k) and IRAs
- Women’s Financial Planning
- Employee Benefits
Our Other NAPFA Members
Casper, WY 82601
Scottsdale, AZ 85260
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Connie Brezik is a financial advisor with offices in Scottsdale, AZ and Casper, WY. Buckingham Strategic Wealth specializes in providing objective financial planning to help clients build, manage, and protect their assets through life's transitions. Connie Brezik is a CPA, Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ Professional and a NAPFA-Registered Financial Advisor.
A meeting with Connie Brezik is just as likely to occur over lunch or dinner as is to take place in the office. She’s found this allows clients to relax and open up in a way they might not in a more formal meeting environment. It’s all part of the way she helps clients better understand various planning strategies that can help them build savings, fund retirement and meet their most important financial goals.
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, 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 has found that helping clients manage their finances is often tied to their business and family lives. Serving those comprehensive needs is all part of delivering on the promise of true wealth management. The personal relationships that Connie develops are for the long term, and they often involve meeting and working with a client’s children and grandchildren.
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.
Additionally, Connie specializes in practical estate planning, helping clients appropriately title assets, arrange for the disposition of personal assets and accounts, and implement effective wealth transfer strategies.
Connie served as president of Asset Strategies Inc. from 2002 until the firm joined Buckingham Strategic Wealth in 2015. In that role, she oversaw operation of the Registered Investment Advisor’s offices in Casper, Wyoming, and Scottsdale, Arizona, including advisor services, financial and risk management, the development of asset allocation models, research, compliance and human resources.
Connie earned her bachelor’s degree in accounting from the University of Wyoming in 1979. A CPA, she also holds the CERTIFIED FINANCIAL PLANNERTM and Personal Financial Specialist (PFS) professional designations.
Outside of work, she has served on the board of the Wyoming Community Foundation and chaired the nonprofit’s investment committee, and served on many industry boards and committees as well as local non-profilt groups. 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. She currently splits her time between Casper and Scottsdale.
Our simple promise can change your life.
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management.
The essence of our approach is based on a pledge to act in your best interests.
This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of your life.
The cornerstone of our approach is our investment philosophy, which is built on a deep understanding of how to best capture the returns of the financial markets. Our approach is based on established facts and real evidence, not empty opinions or the media’s “flavor of the month” speculation.
Investment planning is, of course, just one part of the Buckingham experience. How do your taxes impact your savings? Do you have the right insurance? Do you have an estate plan? Are you taking on the right amount of risk?
As your trusted advisor, these are the questions we help you answer. Our goal is to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter.