Wesley Brugh, RICP® is one of the three Founding Partners and a Wealth Advisor with The Conner Group, a DBA affiliated with Eagle Strategies LLC. He offers Financial Planning and Wealth Management services as a Registered Investment Advisor through Eagle Strategies. Wesley holds the Retirement Income Certified Professional (RICP®) designation from The American College of Financial Services. This designation allows him to specialize not only in the accumulation phase of a client’s financial journey, but also in the decumulation/spending/distribution phase as well, taking into consideration several concerns in retirement such as outliving one’s assets, leaving a legacy to heirs, social security maximization, and minimizing taxes, among others.
Wesley focuses his practice on working with a wide variety of individuals, including the medical community, utility company employees, business owners and their employees, pre-retirees, retirees, and families. He brings a wide range of experience and expertise to the table with his clients to help them achieve their goals. This is done through a comprehensive and thoughtful process that allows Wesley to understand his client’s current situation, determine where they would like to be in the years to come, and then mapping out a plan to help them get there. Wesley recognizes that not all clients are alike, so he takes an individual approach to planning for each of his clients. Whether his clients are balancing their work and home life or managing their “every day is a Saturday” retirement schedule, he knows they stay extremely busy. Sit back and enjoy doing what you do best and leave the financial matters to him. Wesley would be honored to be your personal “CFO”.
Wesley is a graduate of Old Dominion University's Darden College of Education, where he majored in Career and Technical Education with a concentration in Marketing and Finance Education. Before becoming a Wealth Advisor in 2014, Wesley had a brief stent in education at Hidden Valley High School in Roanoke, VA, where he also coached basketball for five years. Wesley is a firm believer in taking an educative based approach when working with his clients. He feels that his education background allows him to effectively communicate the ideas and concepts associated with financial planning.
Wesley holds the following licenses and designations:
FINRA Series 6, 7, 63 and 66 Licenses
Life, Heath, and Annuities License
RICP® Designation from The American College of Financial Services
Wesley is a previous board member of the Roanoke Chapter of NAIFA (National Association of Insurance and Financial Advisors). Currently, he sits on the Foundation Board for the Roanoke Rescue Mission.
When he is not working, Wesley enjoys spending his time with his family. He and his wife Jordan have been married since 2012 and live in Botetourt County with their two children: their daughter, Parker, who is nine, and their son, Beckett, who is seven. The Brugh Crew is extremely active and enjoy all things sports. When they are not busy burning up the roads heading to basketball tournaments for Parker or football/baseball/basketball games for Beckett, they enjoy traveling to new places, playing card games, and hanging out with family and friends!