Helping Wyoming Families and Businesses

Casper

Buckingham Strategic Wealth’s Casper team helps clients identify and achieve their most important financial life goals, so that together we can build a comprehensive financial plan to help meet those aspirations. Our relationships with our clients are deep, founded on trust and transparency and designed to last generations.

The Casper team has been serving families and business owners throughout Wyoming since 1996, previously as Asset Strategies Inc. before joining Buckingham in 2015. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on your needs.

Our Services
  • Wealth Management
  • Portfolio Design
  • Retirement Planning
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Creation
  • Social Security Optimization Strategies
  • College Savings Plans
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Policy Evaluation
  • Charitable Gifts Planning
  • Business and Succession Planning
Connect With Us
Connie Brezik, CPA/PFS, CFP<sup>®</sup>
Wealth
Advisor
Connie Brezik, CPA/PFS, CFP®
Brenda Janikowski, CFP<sup>®</sup>
Wealth
Advisor
Brenda Janikowski, CFP®
Tisha Stevens, FPQP<sup>™</sup>
Operations
Specialist
Tisha Stevens, FPQP™
Heath McAteer, CFP<sup>®</sup>, CPA
Associate
Wealth
Advisor
Heath McAteer, CFP®, CPA
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Your Casper Team

We are committed to doing what’s right for our clients and those that depend on them. That means no selling, no commissions – just solid, long-term financial advice.

Wealth Advisor Connie Brezik focuses on helping people discover the peace of mind that comes from having a well-developed financial plan. With more than 35 years of experience guiding clients through life’s financial milestones, she leverages her own experience and collaborates with Buckingham’s deep bench of multidisciplinary specialists, to deliver added in-depth knowledge to every client.

Casper

111 W. 2nd Street
Suite 608
Casper, WY 82601
307.266.4525
info@bamadvisor.com
Get directions on Google Maps
Download directions (PDF file)

We’re easy to find.

Insights

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.