Connie Brezik

CFP®, CPA/PFS

Buckingham Strategic Wealth

Wealth Advisor

Contact Me

Connie Brezik

CFP®, CPA/PFS

Buckingham Strategic Wealth

Wealth Advisor

As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Connie Brezik, CFP®, CPA/PFS

Contact Me

307-266-4525

Website

Forever standing on the side of our clients. Offices in Casper, WY and Scottsdale, AZ

Buckingham Strategic Wealth is a fee-only, fiduciary wealth management firm providing comprehensive financial planning, investment management and holistic wealth planning to help clients build and protect their wealth through life’s transitions. Our highest aspiration is to help our clients fulfill their financial dreams. Our advisors are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.

Serving clients locally and across the country

Casper, WY:  307-266-4525

Scottsdale, AZ:  480-607-7445

As a fiduciary and fee-only wealth advisor, Connie Brezik wants to understand clients’ goals and wishes to best serve them. Connie uses a team approach to proactively provide comprehensive financial planning tailored to clients’ individual circumstances, one that includes portfolio management, tax strategies, practical 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 as life changes occur. Connie serves clients in both our Casper, Wyoming and Scottsdale, Arizona offices.


Our objective is to help clients manage their finances to remove the worry and provide peace of mind. 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.

Connie has worked many years as a CPA and in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER® and Personal Financial Specialist (PFS) and a NAPFA-registered financial advisor.

Connie is originally from Rapid City, South Dakota. Outside of work, she is active with charitable and civic organizations, enjoys traveling, and spending time outdoors.

Connie Brezik is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Experience is everything.

Imagine having the freedom to focus your time and attention on the things that give you energy. We have spent decades closely following the market, economy, tax strategies and planning topics—so you don’t have to. Buckingham Strategic Wealth helps individuals, businesses, nonprofits and retirement plans owners achieve their most important life and financial goals by building holistic, evidence-based wealth plans.
First, we embark on a personal discovery process to uncover what’s important so we can DESIGN a plan customized to address your deepest wants and needs.
With academic research and financial science as the foundation, we BUILD a plan that’s the perfect fit, with distinct objectives and attainable action items.
Then, we PROTECT your plan by checking in to measure progress toward your goals and adjust as needed.

We are enthusiastic, unapologetic advocates of evidence. Your dreams and passions are too important to leave up to chance. Our offices serve as think tanks, where a kinetic mix of intelligence and diverse professional experience come together to benefit our clients.

We love working with data. Then those insights are put into play. We construct our portfolios out of diversified stock funds; high-quality bonds; and, in some cases, alternative investment strategies. We help you control what you can in your portfolio: taxes, fees and risk.

In addition to being fiduciaries who always work in your best interest, we are proudly fee-only. We do not receive compensation or commission for selling products. This model ensures we are always on the same side as our clients.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Estate planning
  • Risk Management

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Professionals
  • Multiple Generation Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Connie Brezik is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Connie Brezik is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Connie Brezik is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • CPA/PFS - Personal Financial Specialist
    Connie Brezik is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

Contact Connie Brezik

307-266-4525

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Office Locations:

  • 111 W. 2nd Street
    Suite 608
    Casper, WY 82601
  • 8570 E. Shea Boulevard
    Suite 140
    Scottsdale, AZ 85260

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