Our Team

Our Team

Lobby Final
 

It’s not enough to provide value to our clients; we want to be indispensable to them. That translates into our entire team doing what we can to help them achieve their aspirations and realize their potential. Our success depends, quite literally, on their success. That doctrine inspires our workplace environment as well.

BRS was founded on the belief that work does not have to be just a four-letter word. Each of us is free to choose where to invest our time and talent, and BRS is committed to maintaining an environment where we all feel we made the right choice when we joined the team. At BRS, we want our employees to look forward to their job every day, enjoy the people with whom they work and play, and delight in the journey.

 

Craig O. Brueckner, CFP®, AIF®

Senior Partner

Craig is a CERTIFIED FINANCIAL PLANNER (CFP®) professional specializing in employee benefits and helping owners maximize their business opportunities. He began his career in 1998 and since has enjoyed creating relationships and traveling throughout California visiting each of his clients. In 2010, he teamed up with Brian Regier and Craig Sullivan to form their current firm. Craig’s focus has led him to develop a unique method of approaching how fringe benefits are constructed and maintained. This method, along with the careful consideration of affordability, coverage, and the employees’ perspective of the benefits, allows him to produce the best fit, quality benefits program for the company.

In addition to being a CFP® professional, Craig is also a husband, father, golfer, and occasional pilot. He enjoys spending time with his family, golfing with his friends, and flying when he gets the chance.

The things Craig enjoys most about his job are the relationships he has with his clients and the peace of mind knowing that their employees are better off financially and have benefits they can afford.

Brian S. Regier, CFP®, LUTCF

Senior Partner

Brian is a CERTIFIED FINANCIAL PLANNER (CFP®) specializing in providing customized solutions and advice for retirement, investment planning, estate planning, college planning and life, long-term care, and disability insurance. He began his career in the financial services industry in 1998 working for a large Fortune 500 insurance and financial planning company. He then worked for two of the largest banks as a financial advisor. In 2010, Brian partnered with Craig Brueckner and Craig Sullivan to work with individuals and businesses, helping them set and achieve their financial goals. For each of his clients, Brian develops a customized, diversified portfolio mix that allows the client to remain comfortable in their investments while reaching their financial objectives. Brian has attained his FINRA Series 6, 7, 63, and 66 securities registrations (currently held through Commonwealth Financial Network®) as well as his life and health insurance license; he is currently licensed in 10 different states.

When Brian is not focusing on working with his clients, he enjoys spending time with his wife, Stella, and their two children, Jaxon and Ava. He enjoys hiking, playing basketball, running, coaching, going on adventures with his family, and volunteering at his church.

The most important and fulfilling aspect of this business for Brian is creating long-term relationships with his clients and knowing he is helping each and every one of them reach their ultimate financial goals.

Craig Sullivan

Senior Partner

Craig is an investment advisor specializing in financial planning, investments, retirement, and insurance for families and individuals. He joined Craig Brueckner and Brian Regier in 2010. He has a bachelor's degree in business and 15 years of high-level experience with Fortune 500 companies, allowing him to use his extensive knowledge when consulting with his clients throughout California. Craig works with businesses as well as with families and individuals, assisting them in evaluating and quantitating their hopes. His well-versed experience and analytical approach provide him with a unique perspective, helping clients to strategically plan and reach their goals.

Along with assisting clients, Craig enjoys spending time with his family, hiking, playing tennis, going to the beach, and playing in a garage band.

Aside from analyzing markets and individual businesses, the most enjoyable aspect of this business for Craig is connecting with people on a personal level, finding out what makes them tick, and ultimately helping them achieve their goals.

Jim Franz

Insurance Broker

Jim is an experienced insurance broker that has been providing expert service to his clients for more than 40 years. He specializes in employee benefits where his expertise in the field helps the employer design their benefits package in the most cost-effective way while guiding the employees to choose the plan best-suited to their needs.

Jim is a long-time resident of Fresno and a graduate of California State University, Fresno with a degree in business. Jim merged with BRS in 2014 to enhance the service his clients receive and provide additional support in all areas.

Jim's life also includes being a husband, father, and grandfather. He enjoys spending time with his family, friends and serving in his church and community.

Jim finds the most value in the relationships he develops with his clients and knowing that he is helping employees obtain benefits that meet their needs.

Matt Webb

Client Services Manager

As a business owner, Matt is in your corner! Matt works primarily with business owners to develop an employee benefits package that meets their specific goals. Whether it is to save money, recruit and retain top-quality talent, or simply comply with current laws, Matt will help you find the solution that is right for you. He spends his days visiting client sites and getting to know the employees, as well as educating them on the benefit plans their employer offers, including medical, dental, vision, life, disability, and retirement.

Matt grew up in Clovis, California, and is Clovis High School Cougar through and through. He earned his BS in business administration from Cal Poly San Luis Obispo and his MA in New Testament from Mennonite Brethren Biblical Seminary. He is married to Ashlyn, and they have one fur-baby, Luna. While not at work you can find him playing board games or out on a hike.

Lynda Webb, ACS, AIRC

Office Manager

We are privileged to call Lynda our office manager. Lynda joined our team in 2013, however, she began her career in the financial services industry in 1999. She is responsible for the oversight of the office activities and staff. She handles most of the administrative duties and makes sure the business side of the office runs smoothly. While our clients might not see a lot of what she does, she is an integral part of our team. She is also bilingual so if you have Spanish speaking needs, Lynda is happy to help.

Lynda is a lifelong Clovis girl. She and her husband, Ron, have three kiddos that keep them on their toes. Between triathlon, band, cheer, and having a toddler, this family stays busy! When she is not running here or there, Lynda loves to stay home and bake with her daughters. Lynda is involved in her church, where Ron is the pastor. Before having their youngest, Ron and Lynda moved with their older two children to Peru where they served as missionaries for two years. 

Chrissy Barnes

Retirement Plan Service Associate

You will never meet a more friendly retirement plan representative! Chrissy joined BRS in 2016. She works with our business clients on the successful installation and ongoing servicing of retirement plans such as 401(k) plans, SIMPLE/SEP IRAs, and defined benefit plans. She handles everything from initial proposals to final close out of plans. Chrissy does an excellent job keeping our clients, recordkeepers, and third-party administrators all on the same page, through every step of the process.

Chrissy grew up in the Fresno area, escaping the heat each summer by visiting the Central Coast along with the rest of the valley. She spent a year living in Arroyo Grande but returned to Fresno to complete her degree in business administration at CSU Fresno. She and her husband, Nathan, got married just months before she returned to school and began her career in the retirement field. After enjoying three years as a family of two, they welcomed their son, Sawyer, into the world. When the stars and their schedules align, Chrissy enjoys heading to San Luis Obispo or Sugar Pine with her family.

Alisa Zimmerman

Group Plan Service Associate

Human resources administrators and employees alike feel at ease when Alisa is on the job. Alisa comes to us straight from the classroom. Before joining BRS in late 2016, Alisa was a substitute high school teacher. She immediately put her task-oriented nature to the test, handling all of the service requests that the employees of our group health clients have. Alisa works closely with controllers of our business clients to ensure the timely enrollment and removal of employees to all of their benefit plans. Alisa tracks down claims for employees as well as billing questions from the group representatives themselves.

 Alisa is a Bay Area native who spent high school and college in the Midwest before returning to California and making Fresno her home. She is involved with several community development efforts in downtown Fresno with a focus on youth ministry. To unwind, Alisa enjoys British TV shows and literature, traveling, and cooking for her friends and roommates.

Jennifer Kennedy

Individual Client Service Associate

Jennifer joined BRS in 2018 with more than 18 years of industry experience. She works diligently on preparing and processing paperwork for our individual clients to give them peace of mind when it comes to their finances. Whether it is individual investments, retirement accounts, or life/disability needs, Jennifer will get your money rolled over and ready to work for you!

Jennifer grew up in Fresno and attended Fresno State.  In 2003, she moved to Allen, Texas. In 2005, she had her first child and moved back to Fresno. Now, Clovis is home to Jennifer, Makenna and Jacob. Her kids keep her very busy with their various activities including pep & cheer, wrestling, drama, serving in their church, and lots of other sports and activities. This family is always on the go!

Jennifer enjoys being involved in her church as a small life group leader for high school girls.  When Jennifer has some down time and is not hailed to be a taxi driver to her kids, she enjoys cooking and baking with her daughter, traveling to the coast and mountains, and just spending time outside with her family.