Thomas K. Brueckner—President and Chief Operating Officer

Thomas K. Brueckner, CLTC, is a nationally recognized financial educator and market historian, published author, radio talk show host, seminar speaker, national mentor to other advisors, and an advisor to over 500 of his own successfully retired clients, now spread throughout 17 states and 5 countries. He has taught strategies in Safe Money Management® at colleges, conference centers, and retirement workshops from Augusta, Maine to Sun Lakes, Arizona. His ideas and articles have appeared in The Wall Street Journal, National Underwriter, Senior Market Advisor, Broker World, Agent Journal, and The Union Leader, as well as dozens of other national and regional publications. NH retirees have long enjoyed The Safe Money Hour with Thom Brueckner on 1370 WFEA in Manchester, as a source of insight, commentary, and balanced information, as well as Thom's interviews with industry insiders.

Since 2002, Mr. Brueckner has been repeatedly named to the ranks of the Top 1% of financial advisors in the world by M.D.R.T., “The Premier International Association of Financial Professionals”, a select group of less than 1200 high achievers from 74 nations around the globe. Thom and his staff are extremely proud to have been awarded the 2010 “Torch Award for Marketplace Ethics” in the small business category by the NH Better Business Bureau. This statewide award recognizes one small business each year that exceeds all others in their exceptionally high standards of ethical business practices.

In 2011, Thom was named a top five national finalist of Senior Market Advisor magazine’s Advisor of the Year award. This is the industry's most prestigious national honor for advisors serving the retiree and pre-retiree market. The award recognizes those who are successful, trustworthy, committed, ethical, community-focused—and most importantly, live by the motto of always putting the client first.

Thom and his wife, Laurie, have 3 grown children, and make their home in Merrimack and Scottsdale, AZ.”

Gina L. Mercier—Office Manager

With nearly two decades experience in marketing to, serving, and working with New England retirees, Gina is uniquely qualified to research, develop, and manage every aspect of Senior Financial Resources’ marketing initiatives, systems, and programs. As Mr. Brueckner’s original personal assistant since 2002, Gina brings a well-practiced skill set to all aspects of the day-to-day operations of our Nashua office. Since 2003, Gina has been integrally involved in the monthly development of what has become a nationally-recognized seminar presentation, one to which other advisors subscribe as part of our national Mentor Program guiding top advisors from across the country in their efforts to improve their business models, maximize their skill sets, raise their ethical and suitability standards, and better serve their own retired clients.  In addition, Gina manages all of our new business systems, pending asset transfers, and is solely responsible for payroll, benefits, event management, as well as a variety of marketing-related endeavors.

Gina graduated from the University of Maine at Farmington after earning her B.A. in History in 1990. The staff and advisors of Senior Financial Resources are blessed to have a person of Gina’s experience, reliability, and personal integrity as a resource for everyone in the office.  Long a favorite of our most tenured clients, Mr. Brueckner says of her, “After their annual review meetings, clients will often shake my hand warmly—and then go hug Gina on their way out.  Her thoughtful caring ways are a big part of the ‘personal touch’ reputation that SFR enjoys throughout southern NH, and she is as vigilant in defending our brand as she is dedicated to building it.”

Gina holds Life, Accident and Health insurance licenses as required by New Hampshire law, and is a Notary Public. She and her husband Matt live in Hooksett, NH, where they continue restoring an old Cape they bought in 2007.

Gina may be reached via email at Gina@seniorfr.com.

Catherine Balboni—Outreach Coordinator

As the newest member of our NH staff family, Catherine serves a dual role as Mr. Brueckner’s executive assistant, as well as the Outreach Coordinator for the firm. She is primarily responsible for managing all aspects of new and existing client meetings, reallocations, service appointments, and annual reviews.  Additionally, Catherine assists Gina Mercier with the day to day needs of our New England client family, as well as a variety of marketing-related endeavors and research projects. She brings a tenacity, sincerity, and high degree of professionalism to each of these duties, and continues to impress all who interact with her. According to Mr. Brueckner, “If Catherine is asked a question for which she does not have the answer; she will find it within hours—and have a Ph.D. in the subject by week’s end…”

A native of Nashua, Catherine graduated from Bishop Guertin High School and went on to pursue her education in organizational psychology at Hofstra University in New York.  After living and working in Boston for three years, she relocated back to New Hampshire in 2010 and subsequently joined the team at SFR. Catherine’s extensive background in a variety of administrative settings gives her a breadth of knowledge and an understanding of customer service well beyond her years.  Her drive to deliver exceptional client service, her professional poise and confidence, and her warm and engaging personality make her a wonderful addition to the SFR family.

Catherine may be reached via email at Catherine@seniorfr.com.

Leon Simoneau—Senior Associate

A Nashua native, and the eighth of eleven children, Leon’s family has deep roots within the New Hampshire community. After graduating from Bishop Guertin H.S., he continued his education at N.H. College and U.N.H., and then pursued a career in banking and finance, originally acquiring his securities license in 1988.  Throughout an accomplished career in business management, Leon has repeatedly distinguished himself as one of the top managers in his field.

An avid market watcher with a passion for helping retirees secure their life’s savings, Leon is blessed with extraordinary common sense—a strength he puts to great use educating his clients “in English, not Financialese.”  Rather than endure risk to achieve yields, Leon shows his clients how to earn modest yields in the 5% to 9% range during rising markets—without forfeiting those interest credits during a market decline.  Leon does this so effectively, in fact, that his production ranked him in the Top 5% of advisors nationally in 2010.  According to Thomas Brueckner, who has known Leon since 1999, “Leon is a natural, honest as the day is long, and a joy to work with; Senior Financial is blessed to have recruited him, and his devoted clients are blessed to have him overseeing their savings.”

Leon, his wife Sherry, and their son and daughter make their home in Hudson, NH.

Leon may be reached via email at Leon@seniorfr.com.

Sherry Simoneau, CLTC—Life and LTC Specialist

With over 22 years experience serving both New England and Florida retirees, Sherry’s tenure in the insurance industry exceeds even that of our CEO, Thomas Brueckner.  Sherry has helped hundreds of clients solve a myriad of cost and insurability challenges, first by listening and then by exhaustive research, shopping out only those solutions that address both her client’s problem as well as their budget: “No policy solution does a client any good, if it’s not in force when a claim is filed; our goal is solving as much of a problem as possible—without making our clients insurance poor.”

In 2010, Sherry distinguished herself among the truly elite in the area of long term care planning, by completing the Master’s CLTC course and receiving her Master CLTC designation.  This makes her the rarest of all financial professionals: One with decades of experience, yet one whose education and knowledge of state-of-the-art solutions are both exhaustive and current.

A graduate of Endicott College and Tampa College with a B.A. in Business, Sherry holds multiple insurance licenses in both Massachusetts and New Hampshire. 

Sherry, her husband Leon, and their son and daughter make their home in Hudson, NH.

Sherry may be reached via email at Sherry@seniorfr.com.

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