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BAM Intelligence

Have a Conversation, for You and Your Family

Health issues can emerge suddenly and without notice. Making sure you and your family are prepared for these situations – now and in the future – is an act of kindness. Read more

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The Fear of Offending

Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. Read more

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Make life easier in 2020

Got goals? Wealth Advisor Connie Brezik looks at a few practical approaches to removing obstacles, solving problems, and finding peace in 2020. Read more

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A Successful Small Business Start-Up

As any small business owner knows, there’s a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you’ll want to learn what you need to know before you open your doors. Read more

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