Founder, President, and Chief Executive Officer
Thomas Brueckner is a financial educator, radio talk show host, gifted public speaker, market historian, published author and former national columnist, a mentor to other financial professionals, and an insurance professional to nearly 900 of his own clients now spread throughout 29 states and five countries.
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Thom is a “non-profit financial literacy educator” with the Society for Financial Awareness (SOFA), “a 30-year-old 501(c)(3) non-profit public benefit corporation with the mission of ending financial illiteracy in America, one community at a time.” Throughout his 33-year career, Thom has taught classes on topics such as Social Security Maximization Strategies, Taxes in Retirement, and Retirement Income Planning at local colleges, universities, and conference centers from Maine to California. In addition to other national publications, his ideas and articles have appeared in the Wall Street Journal, Forbes, National Underwriter, Senior Market Advisor, Broker World, Agent Journal, and the Manchester Union Leader.
In March of 2009, Thom was offered the first and only talk radio show spot—as “an experiment”—on 1370 WFEA, then a classic oldies all-music station beloved by many since the 1930s. Thom’s show, since renamed “Retirement Intelligence with Thom Brueckner,” took off, and WFEA eventually became a full-time talk radio station airing many nationally recognizable hosts, now also on 99.9 FM. In addition to his one-hour show on Fridays at 9:00 am (re-airing Saturdays at 10:00 am), Thom is also a weekly Wednesday morning guest on “The Morning Update with Jeff Chidester,” where he and Jeff discuss the latest economic and legislative developments and their impact on investors and the financial markets.
Thom and his firm are the recipients of numerous local, regional, and national honors and awards from organizations such as the NH Better Business Bureau, the Million Dollar Roundtable, the National Association of Insurance and Financial Advisors, the New Hampshire Business Review, and Senior Market Advisor magazine, where in 2011 Thom was a finalist for their National Advisor of the Year award. In the two years that followed, Thom wrote a monthly column on practice management for the magazine, mentoring other advisors across the nation in the finer points of running a thriving practice. In 2022 and 2023, Senior Financial Resources was voted the winner of Best of Greater Nashua by the readers of the Nashua Telegraph and placed third in the state in Manchester Radio Group’s Best of the 603, both in the wealth management categories.
Thom is an avid woodworker who enjoys turning bowls and vases, cooking and fine dining with his wife, Laurie, and regional get-aways to Cape Cod, coastal Maine, Bermuda, and many other international destinations. Thom and Laurie have three grown children and make their home in Merrimack, NH.
Investment Advisor Representative
lsimoneau@retirementwealthadvisors.com
Leon Simoneau is an Investment Advisor Representative (IAR) with Retirement Wealth Advisors, with offices in Nashua and Portsmouth N.H. His mission is the mitigation of market risk on a portion of his client’s assets, while managing risk in the remainder. His many clients deeply appreciate his knowledge, assistance, and respect for the nest egg that it took many of them 30-40 years to accumulate. As life expectancies increase, many of them have concerns about living into their 90’s, for which a major focus of Leon’s practice is the creation of a guaranteed lifetime income stream to solve that fear. Utilizing a combination of integrative strategies, alongside Social Security and any pensions, Leon helps his clients achieve their income and longevity goals along with the lifestyles and legacies they desire.
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As the eighth of eleven children growing up in a large French Nashua family, Leon learned early on the power of serving others, cooperating for a common purpose, and not taking oneself too seriously. Leon has thrived at every leadership level he’s ever attained, and is well known and highly regarded for his personal integrity, collaborative skill set, personal wisdom, and unrelenting work ethic.
Leon and Sherry, his wife of 33 years, have two grown children and make their home in Manchester, NH. When they’re not attending to their client’s needs, Leon and Sherry enjoy their amazing children, entertaining their extended families and many friends, concerts, and a competitive game of pickleball.
Investment advisory services offered by Leon Simoneau through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Senior Financial Resources, Inc. are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Life and Long-Term Care Specialist
With over 34 years’ experience serving New England, Georgia and previously serving Florida retirees, 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. Sherry believes that no policy solution does a client any good if it’s not in place when a claim is filed; her goal is to solve as much of a problem as possible—without making clients insurance-poor. Her individually tailored, state-of-the-art solutions are both comprehensive and relevant. In 2010, Sherry distinguished herself among the truly elite in the arena of long-term care planning by completing the CLTC Master Class and receiving her Master CLTC designation.
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A graduate of Endicott College and Tampa College with a Bachelor of Arts in Business, Sherry holds insurance licenses in New Hampshire, Maine, Massachusetts, and Georgia . When she’s not supporting her husband’s practice in the office, you can find her multitasking on behalf of her adult children, working out, entertaining, gardening, or playing pickleball.
Client Services Manager/Financial Officer
Brittany Langlais joined Senior Financial Resources in 2011 as a part-time administrative assistant, quickly distinguishing herself with her exceptional attention to detail and an insatiable eagerness to master every facet of the business. Her dedication and talent have propelled her through various roles, including reception, marketing and events assistant, content production, and outreach coordination, culminating in her well-deserved promotion to Client Services Manager in 2017.
In her current role, Brittany expertly oversees all aspects of the client experience, from calculating annual returns and designing comprehensive reallocation reviews to in-person client assistance meetings. She meticulously prepares critical documents for account changes, withdrawals, IRA contributions, and guaranteed lifetime income commencement. Renowned for her outstanding communication skills, Brittany has a unique gift for simplifying complex financial concepts, ensuring that every client—regardless of their financial expertise—feels informed and confident in their options.
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Brittany’s dedication to client service is steadfast; she receives constant accolades for her thoroughness, kindness, and patience. With a commitment to delivering exceptional service. Her professionalism, work ethic, and tenacity serve as a model for her colleagues, as she tirelessly seeks to enhance the client experience for our over 900 clients.
In 2022, Brittany expanded her role to include the financial management of the company’s daily operations, excelling in this new responsibility just as she has in all her previous positions. Her unwavering commitment to excellence continues to drive the success of Senior Financial.
Brittany and her husband, Ian, have four beautiful children and built a home in Mont Vernon, NH. Outside of work, Brittany channels her joyful energy into family activities, exploring new recipes, hiking in the beautiful White Mountains, and indulging her passion for crafting.
Marketing Manager
Since joining Senior Financial Resources in January 2022, Elizabeth Cahalane has made an indelible mark, leveraging her seven years of diverse experience in business and marketing to elevate the entire office environment. From her very first day, Elizabeth infused the workplace with her authenticity, infectious positivity, and a deep-seated passion for helping others—qualities that quickly revealed her as a true local gem.
Elizabeth’s multifaceted skill set shines in every task she undertakes. Her keen ability to ask insightful questions has not only challenged long-standing protocols but has also driven significant improvements across the board. She possesses a remarkable aptitude for mastering complex systems, enabling her to propose innovative solutions that have transformed our operational landscape.
Whether she’s orchestrating engaging educational events, diligently following up with attendees, expertly scheduling meetings, conducting in-depth market research, or onboarding new clients, Elizabeth’s meticulous attention to detail ensures that nothing falls through the cracks. Her talent for making even the most challenging tasks appear effortless has garnered widespread admiration from colleagues and clients alike.
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Beyond her core responsibilities, Elizabeth has seamlessly stepped into additional roles, including executive assistant, scheduler, researcher, client services coordinator, and video production for Mr. Brueckner. Her versatility and commitment to excellence make her an invaluable asset to our team. Elizabeth Cahalane is not just an employee; she is a catalyst for positive change and a vital part of our ongoing success at Senior Financial Resources.
Originally from Pelham, NH, Elizabeth studied abroad in Ireland and Australia before earning her bachelor’s degree in business with a concentration in marketing from the University of New Hampshire. She and her husband, Tom, are building a house in their shared hometown of Pelham, where they enjoy spending time with family, hiking, and doting on their beloved Cavalier King Charles Spaniel, Winston, our honorary Employee of the Month.
Office Mascot
If the kindest souls were rewarded with the longest lives, dogs would outlive us all. Meet Winston, our office mascot and perennial employee-of-the-month. A young Cavalier King Charles Spaniel, Winston is the kindest, most attentive, welcoming, intuitive, and happiest dog in Nashua. Winston welcomes clients old and new with his curious gaze and penetrating disposition. His look seems to know where it hurts and says, “Tell me more” without making a sound. He oozes empathy, acceptance, and welcome. He’s in the office each week, so your odds of making a new friend are excellent!
Office Manager, 2002 – 2022
The staff and management of Senior Financial Resources (SFR) wish to acknowledge and thank Gina Mercier, SFR’s first hire in 2002, for her 20 years of service to our oldest clients. Gina pioneered many of the systems, protocols, and efficiencies we still use today. She helped steer the company through many industry changes, and her smile and laughter were always a welcome sight for our most tenured clients. We wish her all the best in her new role of managing her husband’s IT business.
The insurance producers and staff of Senior Financial Resources each pledge to adhere to the following principles and high standards of professional conduct:
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.