Email Us

Experience - Focus - Integrity

Our Team

Our Team

Bruce Brundige

Bruce Brundige, MSFS
Financial Consultant

Bruce Brundige, MSFS specializes in preparing clients for their future through asset management, retirement income planning and wealth transfer. Bruce holds a Master of Science degree in Financial Services and a Bachelor of Science degree in Business Management.

Bruce launched his career as a Financial Consultant in 1988. He has frequently been an invited speaker on the topic of retirement planning for local businesses and departments within the City of Seattle, including the City of Seattle Retirement Office.

As long-time residents of the Seattle area, Bruce and his family share a deep commitment to their community. Bruce serves on the Board of Trustees of The Wing Luke Asian Museum and on the Finance Committee of Keiro Northwest, a non-profit organization providing elder care services.

Wendy Lee Connors

Wendy Lee Connors, PhD
Operations Manager

Wendy Lee Connors, PhD, APMA® joined the team in 2009. As Operations Manager, her responsibilities range from being a resource for clients to managing compliance and administration. Wendy is an important contributor to product research, financial planning and portfolio management.

Wendy brings a wide range of experience to the team. Her educational background is in the natural sciences, having earned her PhD in Chemistry from UW in 2000. After several years as a research scientist and small business owner, she seized an opportunity to work in investment services in 2008. Wendy earned her Accredited Portfolio Manager Advisor (APMA®) mark in 2014.

Wendy and her two dogs live in Seattle and she spends most of her free time at the dog park or restoring her 1924 Craftsman-style home.

Simon Han

Simon Han
Investment Consultant

Simon Han joined the Brundige Team in 2018, having previously started his career as a Financial Advisor at Waddell & Reed in 2009. Simon specializes in helping clients through comprehensive financial planning, investment analysis, and portfolio management.

Simon’s background includes service in the US Navy as an Electrician’s Mate onboard the USS Asheville, which had been stationed in Pearl Harbor, HI and then Bremerton, WA. He earned his Bachelor of Science in Electrical Engineering in 2007 from the University of Washington and worked as an Engineer prior to his decision to start a career in financial services.

Simon and his wife Kim have two young children, named Roman and Elizabeth, and have enjoyed living in the Seattle area since 2003. They love to explore new foods, stay involved in the local community, and spend time traveling as a family.

Website Design For Financial Services Professionals | Copyright 2018 All rights reserved

Load custom.js