Senior Financial Resources is a seasoned, trained, insurance and annuity licensed, and certified team uniquely qualified to provide our clients with the tools and solutions they need to make informed decisions regarding their hard-earned life savings. SFR works with those seeking strategies to protect their assets. We’re committed to providing exceptional service to our client family, as they entrust us with their retirement savings goals and dreams.

We also provide our clients with the teaching and solutions they need to make informed decisions about their retirement, with guaranteed lifetime income vehicles, long-term care planning tools, and tax-efficient wealth transfer strategies.

Thomas K. Brueckner

President and Chief Executive Officer

thom@seniorfr.com

Thomas K. Brueckner, CLTC, is a financial educator and market historian, published author, radio talk show host, seminar speaker, national columnist, mentor to other advisors, and an insurance advisor to more than 750 of his own successfully retired clients, now spread throughout 18 states and five countries.

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He has taught strategies in Safe Money Management® at colleges, conference centers, and retirement workshops from Augusta, Maine, to Ontario, California. In addition to other national publications, his ideas and articles have appeared in The Wall Street Journal, National Underwriter, Senior Market Advisor, Broker World, Agent Journal, and the Manchester Union Leader.

Since 2002, Thomas has been a member of the Million Dollar Round Table (MDRT), a global, independent association of more than 43,000 of the world’s leading financial services professionals from 76 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. For 14 of those years, Mr. Brueckner has qualified for MDRT’s Top of the Table honor, their highest achievement level.

In addition to MDRT, Thom is a past recipient of the New Hampshire Better Business Bureau’s Torch Award for Marketplace Ethics, Small Business Category (2010), NAIFA’s Quality Award for outstanding ethics and commitment to excellence every year since 2012, as well as the New Hampshire Business Review’s Business Excellence Award in Professional Services (2011), NHBR’s highest honor. This category includes all law firms, accounting firms, insurance agencies and investment firms, regardless of size.

In 2011, Thom was named a top five national finalist of Senior Market Advisor magazine’s Advisor of the Year award, a prestigious industry honor recognizing financial services professionals who are trustworthy, ethical, and always put their clients’ interests first.

Thom and his wife, Laurie, have three grown children and make their home in Merrimack, New Hampshire, and Scottsdale, Arizona.

Gina Mercier

Office Manager

gina@seniorfr.com

With two decades of experience managing small businesses, Gina is uniquely qualified to research, develop, and manage every aspect of operations at Senior Financial Resources, Inc.

Long a favorite of our most tenured clients, Gina has played an integral role in SFR’s exponential growth over her 15-year tenure and currently manages the staff, administers HR services, tracks client asset transfers, and handles all of the company’s bookkeeping.

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CEO Thom Brueckner says of Gina: “Her thoughtful, caring ways have always been a big part of the ‘personal touch’ reputation that SFR enjoys, and she is as vigilant in defending our brand as she is dedicated to building it. Our staff and advisors are blessed to have a person of Gina’s experience, reliability, and personal integrity as a resource in the office.”

Gina graduated from the University of Maine at Farmington after earning her Bachelor of Science 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, New Hampshire. She volunteers with the Do You Know Him Ministry, serving a hot breakfast to our homeless neighbors in Manchester on the weekends, and is an avid gardener and quilter.

Leon Simoneau

Senior Partner and Federal Benefits Specialist

leon@seniorfr.com

A Nashua native, and the eighth of 11 children, Leon’s family has deep roots in 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, 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.

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An avid market watcher with a passion for helping retirees secure their life savings, Leon is blessed with extraordinary common sense, a strength he puts to great use, educating his clients “in English, not Financialese.”

A large part of Leon’s career is spent helping federal employees maximize their government benefits as they near retirement. Working with the Voluntary Employee Benefit Systems (VEBS), Leon teaches benefit classes and 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 Resources 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.

Sherry Simoneau

CLTC, Life and LTC Specialist

sherry@seniorfr.com

With over 29 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, 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 place when a claim is filed; our goal is solving as much of a problem as possible — without making our clients insurance-poor.”

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In 2010, Sherry distinguished herself among the truly elite in the area of long-term care planning by completing the CLTC Master Class and receiving her Master CLTC designation. Sherry has decades of experience. She helps provide state-of-the-art solutions that are both exhaustive and current.

A graduate of Endicott College and Tampa College with a Bachelor of Arts in Business, Sherry holds insurance licenses in New Hampshire, Maine, Arizona, and Massachusetts.

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

Brittany Terrizzi

Client Services Manager

brittany@seniorfr.com

Brittany is a native of Nashua and brings valued business experience and compassion to the position of Client Services Manager. Her dedication, efficiency, work ethic, and professionalism have made an enormous difference in our team’s capabilities during SFR’s exponential growth over the last five years. Brittany is gifted at customer service and attention to detail, and she has an uncanny ability to anticipate our clients’ needs.

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Our Office Manager, Gina Mercier, says of Brittany: “She is bright, kind, cheerful, highly organized, and a pleasure to work with. When it comes to managing the needs of our Client Family, she shines. She is always thinking three steps ahead! Brittany has an insightful ability to connect with anyone across multiple generational boundaries, and our clients adore her.”

When Brittany isn’t working, you’ll find her spending time with family, knitting, curled up with a book, or hiking in the White Mountains.

Ethics Pledge

The insurance producers and staff of Senior Financial Resources each pledge to adhere to the following principles and high standards of professional conduct:

  • I will always commit myself to protect and promote the interests of my clients and will always conduct myself in a way that reflects well on my profession.
  • I will be totally honest when explaining my education and business background, professional designations, and years of industry experience.
  • I will be completely truthful by not exaggerating the realistic returns or future value one can expect from any product, transaction, service, or solution that I may recommend.
  • I will always disclose the important features of a product, transaction, service, or solution and disclose potential risks (i.e., surrender charges and withdrawals penalties, or other contract conditions that must be adhered to in order to avoid conditions that may negatively affect future performance or contract value).
  • I will always consider my client’s current and future needs to determine the proper suitability of any recommendations that I may make.
  • I will respect the confidentiality of any information entrusted to me or obtained in the course of my business or professional activities.
  • I will only use sales presentations and advertising materials, including product illustrations, that are completely accurate and compliant with state and federal regulations.
  • I will always refer my clients to a more specialized professional advisor when their needs go beyond my current license(s) or expertise.
  • I will consistently educate myself as to the new laws and regulations in my industry, and I will always act in good faith toward those I serve.

I hereby agree to the principles and mandates outlined in this pledge and understand my obligation to uphold appropriate business practices and high standards of professional conduct.