The Team

Thomas K. Brueckner, CLTC – President and Chief Executive Officer

Thomas K. BruecknerThomas K. Brueckner, CLTC, is a nationally recognized financial educator and market historian, published author, radio talk show host, seminar speaker, national columnist and mentor to other advisors, and an insurance advisor to more than 700 clients, now spread throughout 21 states and seven countries.

He has taught strategies in Safe Money Solutions at colleges, conference centers, and retirement planning workshops, from Augusta, Maine to Sun Lakes, Arizona. His ideas and articles have appeared in National Underwriter, Senior Market Advisor, Broker World, Agent Journal, New Hampshire Magazine, and the New Hampshire Union Leader, as well as dozens of other national and regional publications. New Hampshire retirees have long enjoyed “The Safe Money Hour with Thom Brueckner” on WFEA 1370-AM in Manchester, as a source of insight, commentary, and balanced information, as well as Thom’s occasional interviews with industry insiders and local experts.

From 2002-2017, Thomas has been a member of Million Dollar Round Table (MDRT), a global, independent association of more than 49,500 of the world's leading life insurance and financial services professionals in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. For 13 of those years, Mr. Brueckner qualified for MDRT’s Top of the Table honor, their highest achievement level.

Thom is also a member of the National Association of Insurance and Financial Advisors (NAIFA), and a certified member of the National Ethics Association.  Thom was a 1999 first-generation graduate of the CLTC (Certified in Long Term Care) program, and works to maintain his certification every two years. Thom has also been a recipient of NAIFA’s Quality Award for outstanding ethics and excellence every year since 2012.

Additionally, 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 New Hampshire 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 prestigious industry 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 was also awarded the 2011 Business Excellence Award in Professional Services by the New Hampshire Business Review (NHBR). This category includes not only brokerage firms and insurance agencies, but law firms and CPA/accounting practices as well.

Thom and his wife Laurie are the proud parents of three grown children, the oldest and youngest of whom served during operation Iraqi Freedom. Thom and Laurie make their home in Merrimack, NH and Scottsdale, AZ.

Thom may be reached via email at Thom (at) seniorfr.com.

Leon Simoneau – Senior Partner


Leon - cropped.jpgA Nashua native, and the eighth of 11 children, Leon’s family has deep roots within the New Hampshire community. After graduating from Bishop Guertin High School, he continued his education at New Hampshire College and the University of New Hampshire, and then pursued a career in banking and finance. 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 “Financial-ese.” Rather than endure risk to achieve yields, Leon shows his clients how to earn modest yields in the 3 percent to 8 percent range during rising markets—without forfeiting those interest credits during a market decline. 

A large part of Leon's career is spent helping federal employees understand and maximize their government benefits as they near retirement. As a Federal Benefits Specialist through Voluntary Employee Benefit Systems (VEBS), Leon teaches benefit classes and also meets privately with Federal employees throughout New England.

According to Mr. Brueckner, who has known Leon since 1999, “Leon is a natural, honest as the day is long, and a joy to have in the office. 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 (at) seniorfr.com.

 

Gina L. Mercier – Office Manager

Gina Headshot.jpgAs Mr. Brueckner’s original employee in 2002, Gina has witnessed the company's exponential growth first-hand over the last 15 years. She currently trains, supervises and evaluates our staff; manages HR services such as insurance, benefits & payroll; handles all company financials and annual budgets; and tracks fixed annuity asset transfers. With two decades experience in managing small businesses, Gina is uniquely qualified to research, develop, and manage every aspect of Senior Financial Resources’ operations systems. 

 Long a favorite of our most tenured clients, Mr. Brueckner says of Gina, “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 New Hampshire, and she is as vigilant in defending our brand as she is dedicated to building it. 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. The staff affectionately refers to her as the heart of our office."

Gina graduated from the University of Maine at Farmington after earning her B.S. in 1990. Gina holds her New Hampshire Life Producer's Life Insurance license, 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. She is honored to serve with the Do You Know Him? ministry, cooking a hot breakfast for her underprivileged neighbors in Manchester on Sunday mornings. She is also an avid cook, organic gardener and quilter.  

Gina may be reached via email at Gina (at) seniorfr.com.

 

Sherry Simoneau, CLTC – Life and Long-Term Care Specialist

“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.”

- Sherry Simoneau


Sherry Head shot 2-2.jpgWith more than 25 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.

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 (at) seniorfr.com.

 

 Brittany Terrizzi - Outreach Coordinator

Brittany.jpgBrittany brings warmth and compassion to the position of Outreach Coordinator, as the primary liaison to our cherished Client Family.  Her dedication, work ethic and professionalism have made an enormous difference in our team’s capabilities over the last five years. A native of Nashua, she was working at a local restaurant when we first recognized her gift for customer service, an uncanny ability to anticipate needs, and potential for success in business. 

Says Gina Mercier, our Office Manager, of Brittany: “She is not only bright and cheerful, but thorough and highly organized. She is the glue that holds us all together, and she is an absolute a pleasure to work with.  When it comes to servicing our Client Family, she shines. She is always thinking three steps ahead for everything our clients need.  Although she is the youngest member of our team, she is an ‘old soul’.  Brittany’s love of history and insightful ability to connect with anyone, across multiple generational boundaries, make her an invaluable asset. She is so engaging; our clients adore her!” 

When Brittany isn’t working, you’ll find her hiking in the White Mountains, knitting, or curled up with a hot cup of tea.

Brittany may be reached at Brittany (at) seniorfr.com

 

Listen to client testimonials  

The Safe Money Hour with Thom Brueckner