Our Team

Bob Bruner

Founder and Investment Advisor Representative

Bob Bruner has over 23 years of experience in the investment industry. He began his career at Van Kampen Funds in Chicago, where he worked his way through the company gaining knowledge and experience. It was not uncommon for his friends and family to seek investment advice. While working with his loved ones, Bob realized that many people were being underserved by their financial advisors. He was surprised to find there was poor communication, little financial planning, a lack of understanding their portfolios, no discussion of financial goals, and no understanding of the fees they were paying. Unfortunately, many clients were not properly being served.

By researching client needs, Bob knew he could focus his attention on financial issues that needed to be addressed. And so, in 1991, Bruner Wealth Management, LLC was launched. Since then, Bob has been focusing his attention on clients in the Mountville and surrounding area.

Bob is fully licensed for all general securities and insurance products. He is an Investment Advisor Representative, allowing a more integrated approach, especially for those nearing or in retirement. He has helped numerous people with various backgrounds and financial means. Bob is also certified to provide continuing education credits to attorneys and CPA's on tax and other financial issues. He brings all of his financial and business experience, with an honest and ethical approach, to guide his clients to help meet their financial goals.

His experience and knowledge with mutual funds, tax preparation and education, plus his vast resources for insurance and investment products equips him to discuss your financial situation and to discover your retirement goals and aspirations.

Matthew Bruner

Insurance Representative

Matthew Bruner is an insurance representative in Kansas and Missouri. He is licensed for fixed annuities and other insurance products. He has extensive experience in the areas of retirement strategies, fixed and indexed annuities, life insurance and long term care insurance.

He retired from an honored career as a police officer and served in the United States Army. Additionally, he owned a successful business in the Kansas City area. As a husband, father and public servant, Matt's lifelong passion is to help people achieve their financial dreams. 

Alexis Arthur

Office Manager

Alexis Arthur has worked at Bruner Wealth Management for over 10 years as a client satisfaction liaison and office manager. She is a notary public, licensed in insurance and annuity products and has also worked for financial institutions for several years.

Alexis works closely with each client to ensure they are receiving an exceptional experience. Her main goal is to ensure every client feels welcome.

Sonya Purdy

Administrative Assistant/IT

Sonya Purdy is in charge of office administration along with technology support. She works closely with clients, back office support, and account management. She is also a Licensed Practical Nurse and due to her own unique experience with visual challenges, she has assisted clients with issues regarding vision impairments.

Through close collaboration with investment companies, she oversees client account processes, preparing and tracking of paperwork on new account openings, asset transfers and addressing client account questions and needs. Her IT knowledge helps guide clients through remotely accessing their client records. 

 

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