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Experience - Focus - Integrity

Our Team

Our Team

Bruce Brundige

Bruce Brundige, MSFS
Financial Consultant

Bruce Brundige 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. Since 1995 he has been located at the Seattle Metropolitan Credit Union. 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 Nikkei Concerns, a non-profit organization providing elder care services.

Wendy Lee Connors

Wendy Lee Connors, PhD
Operations Manager

Wendy Lee Connors 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, her husband and two dogs live in Seattle and spend most of their free time at the dog park or restoring their 1924 Craftsman-style home.

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