Bruce R. Sawyer | MRFC

Bruce Sawyer is a founding member and branch manager of TRSS Wealth Management, LLC. He has been dedicated to assisting his clients in pursuing their financial goals for more than 25 years. Bruce is a graduate of the University of Southern Maine, where he received a BS degree in business administration.

Bruce serves as a financial advisor to many successful professionals, business owners and retirees. His approach may be a good fit for individuals seeking a well-conceived financial plan stressing long-term, value-oriented investing supported by effective tax and estate planning strategies.

Bruce is a Master Registered Financial Consultant (MRFC).

Bruce resides in Gray, Maine, with his wife, Brenda, and their two children. When not working, he commits his energy to his family and to his community. He sits on a number of community boards, including the Gray Water District and the Gray Cemetery Association.

Michael A. Reed | CFP®, CLU, ChFC®

Michael Reed is a CERTIFIED FINANCIAL PLANNER professional, and a partner and founding member of TRSS Wealth Management, LLC.

Michael has more than 35 years of experience developing comprehensive plans for individuals, families and business owners as they pursue important financial and life goals. He specializes in helping clients manage and preserve their wealth through retirement income planning, estate planning and asset-allocation strategies.

Michael received his BS degree in marketing from the University of Maryland; and he has completed extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning for the benefit of his clients. He received his CFP® certification from The American College, and is a Chartered Life Underwriter® and Chartered Financial Consultant®.

Michael is a member of the Portland Rotary Club and is a Paul Harris Fellow. He enjoys sailing, traveling, gardening and cars. He lives in Kennebunkport, Maine, with his wife, Sylvie, and they have three grown sons.

CFP® Certification: The Standard of Excellence

cfp-logo.pngOnly a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER professionals. CFP® certification is a symbol of Michael A. Reed’s knowledge and credibility among his peers; and indicates his status as a qualified, trustworthy financial planner.

 

Andrew C. Stickney | MBA, ChFC®, CASL

Andy Sitckney is also a founding member / Partner at TRSS Wealth Management LLC.

Andy is a 1973 graduate of the University of Virginia with a BS degree in Architecture. He graduated from Northeastern University in 1983 with a Master’s in Business Administration. Prior to becoming a Financial Planner in 1998, he was involved in an ownership position with an ice cream manufacturing business in the greater Portland area, as well as an export consultant to a frozen dessert manufacturer in New Jersey.

Andy earned his Chartered Financial Consultant (ChFC®) designation from the American College in 2003, and Chartered Adviser for Senior Living (CASL®) in 2005. These two professional designations require ongoing continuing education in all aspects of financial planning. His business background has been helpful in working with business owner clients navigating their personal and company retirement planning and education funding goals.

With four children who attended college, Andy gained extensive personal experience in understanding how the FAFSA and CSS Profile methodologies, used by the Department of Education and The College Board, impact client’s Expected Family Contribution (EFC) when applying to colleges for financial aid. He’s taught evening classes on this subject for over ten years.

Andy is a current board member at Partners for World Health, the leading Organization in New England accepting surplus medical supplies that can be donated to undeserved countries. He is a past board member and current advisory member of the Center for Grieving Children. In the winter he volunteers one a day a week as an instructor at Maine Adaptive Sports and Recreation. Andy and his wife, Annie, live in Cape Elizabeth, Maine, where they enjoy gardening, hiking, and cross-country skiing.

Thomas E. Brunelle

Tom Brunelle joined the firm in 2000, and became a partner at TRSS Wealth Management, LLC, in January 2014. He’s been a licensed registered representative since 1994, when he joined IDS Financial Services/American Express Financial Advisors in Ocala, Florida.

For two decades, Tom has enjoyed helping individuals and families protect and grow their wealth through prudent investment strategies aligned with their needs and goals. Tom holds his Series 7, 63 and 66 securities registrations with LPL Financial; and is registered for securities in seven states. He’s also registered as an independent advisor representative in Maine, and holds his state insurance licenses for life and variable products.

Tom resides in Bar Mills, Maine, with his wife, Anna Maria. He is particularly passionate about music, cooking, gardening and fly-fishing.