Our Mission

Just like Bruning Bank, our mission is to assist customer to:

"Build and Maintain Wealth"

This means our top priority is to help you build your assets as well as maintain the financial foundation you have already established. 


Our Philosophy

It is our philosophy to understand your whole financial picture so that we can always keep your goals in mind and assist with wealth management decisions that are in your best interest, not ours.  We do not believe in selling individual products without first assessing whether or not they fit your overall strategy.

Successful investing doesn't just happen; it takes planning and preparation. It doesn't need to be a difficult process, but it must be well thought out. The advantage of working with Bruning Bank's Wealth Management team is that our services are truly personalized for your needs! 

We will work with you to:

  1. Identify and establish your financial goals and objectives.
  2. Gather, process, and analyze information.
  3. Create and explain your individualized financial program.
  4. Implement the strategy.

But we won't stop there!  We will continually monitor your portfolio's performance, keep you informed and on track with the strategy as time goes by, and meet with you on a regular basis to make adjustments if necessary.

Another advantage of working with Bruning Bank is our ability to meet so many of your investing needs, through our affiliation with Securities America, Inc., as well as your banking needs, all under one roof! At the same time you stop in to do your daily banking, you can also walk over and ask our Wealth Management team about financial planning, IRA rollovers, insurance products, college funding options, and more.

We're just around the corner and just what you need for your future!


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck