Families are our Mission!
If you’ve been to one of our events, you know that we are definitely a family business! The kids typically run the show making sure all of our guests have what they need to learn and enjoy themselves. Our mission is to help your family navigate a successful retirement, and I am so proud that our children are fully involved, serving others, and learning about their own finances through the process.
Meet Your Advisory Team
Brian McConnell, Managing Director
Graduating with an MBA from the Kelley School of Business of Indiana University, Brian has always been an entrepreneur. His love of finance and helping other business owners shows through in his book, “The Soul of Success II” where he educates readers on what it takes to grow a business. He has been a speaker at Singularity University, and a business consultant to many companies and owners. Today, his desire to educate continues to shine bright as he helps good people nearing retirement navigate the 5 Mission-Critical areas of Retirement Success.
Brian and his wife Gina have three children, are active in their church, and are passionate about helping families in their Henderson, NV community.
Phil Burruel, Financial Advisor
Phil has always had an interest in finance. He grew up in a family of investors and was exposed to real estate and markets from a young age. After lots of encouragement from his Grandfather he studied finance at Sacramento State University and University of Phoenix earning his Bachelor of Science degree. Phil entered the finance industry as an advisor and eventually oversaw multiple offices. His Career started in California where he held Series 6, 63, and 26 licenses. He later moved with his wife Alyssa to Nevada in 2005 and enjoys helping families understand that the retirement they dream of is possible with proper planning.
Phil and Alyssa have been married for twenty-five years and have four daughters and a Boxer. They have fostered dozens of children and adopted three of their four kids.