Connie Brezik, CPA/PFS, is an investment advisor and financial planner for Asset Strategies, Inc. She manages the Company's offices in Casper, WY and Scottsdale, AZ.
Connie previously worked with a large national accounting and consulting firm. She is a frequent speaker and authors a monthly column on financial planning and investment topics. She has been interviewed and quoted in many financial magazines and newspapers including USA Today, Worth, Mutual Funds Magazine, Financial Planning, Journal of Accountancy, Registered Investment Advisor and Accounting Today. Worth named Connie as one of the top advisors in the country for three years. In 2001 and 2002, Accounting Today included Connie in the list of top people to know in financial planning.
Connie is active in the financial planning community. Currently, she is chair of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Technical Conference Planning Committee and has served on various committees for the PFP Division of the AICPA. She is a member of the WY and AZ Societies of CPAs, the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Arizona Valley Estate Planners and the All-Star Financial Group (ASFG). Connie is a founding member of National Advisors Trust Company (NATC).