Our Team

Craig Brueckner most enjoys his job when he can help our clients pursue their financial goals and set themselves up well for the future. In the past year, he has helped three business clients retire as well as helping employees learn to value and take a deeper interest in their retirement accounts. It is satisfying for him to see these employees utilizing their accounts for long-term needs rather than a short-term fix to immediate wants. Many of Craig’s friends were his clients first. To him it’s the best of both worlds – he gets to help people, and through the process, makes some incredible friends.

Craig lives on a Fresno golf course with his wife, Jackie, of over 30 years. Their son, Jake, is a professor at the Los Angeles School of Recording and his wife, May (Angeles), is a talented recording artist. Their daughter, Sydney, works for a large advertising agency and is married to an awesome young man named Evan, who treats her like a queen. Craig and Jackie are eagerly awaiting promotion to grandparents (No pressure kids!). In the meantime, they enjoy road-trip vacations, golfing, and visiting their kids.

CFP®, AIF®

Craig Sullivan values connecting with people on a personal level – finding out what makes them tick. His goal is to help clients pursue their goals by assisting them in defining and evaluating their hopes. He also enjoys analyzing markets and individual businesses.

Craig is married to Connie and they have two adult children. He enjoys spending time with his family, hiking, playing tennis and going to the beach. He is a music aficionado and plays in a garage band in his spare time.

CFP®

Lynda Webb works closely with many of our group clients, ensuring the employee benefits offered meet their goals. She also oversees many of our office functions. She feels rewarded in knowing that we are helping protect employees and their families from high medical bills and preparing for retirement. She enjoys interacting with employees and meeting them in their place of work so that their day is not too disrupted. Lynda appreciates the trust new clients are placing with BRS which allows more employees to protect their futures.

Lynda is a lifelong Clovis girl. She and her husband, Ron, have three kiddos. Between triathlon, band, and academics, this family stays busy! When she is not running here or there, Lynda loves to bake with her daughters. She and Ron are involved in their church and their family served as missionaries in Peru for two years. Lynda believes that taking personal time off to spend with her family, husband and friends is extremely integral to personal and mental health and she has been able to do this at different times throughout the year.

ACS, AIRC

Cyndi Montoya often is the first face you see when you walk in our door and the voice you hear when you call our office. She works closely with the advisors and administers individual client accounts. Cyndi values the relationships she’s building with clients through her interactions with them and getting to know their personalities. She enjoys the diversification of her role, gaining knowledge and skill in multiple areas of the job.

Cyndi is married to Brandon and has three amazing children and an adorable grandson who was born in March of 2022. Her family enjoys camping and trips to the beach. Cyndi and Brandon can often be found on a golf course when the weather is nice or trying a new teppan yaki restaurant.

Maggie Ovalle handles day to day administration of our group health plans, walking employees through questions about plan options, enrollment, and claims. She can communicate in both English and Spanish. She enjoys working with multicultural groups and building strong relationships with them. She values the quality service our office provides and the contribution she has made in developing that level of service.

Maggie has three grown children who are the best, most beautiful people in her life. She has two furry roommates, Tony and Poe. When she’s not spending time with her kids and pets, Maggie can be found doing community outreach with her church, trying a new recipe, or on a spontaneous trip to wherever a friend or family member says, “let’s go!”