This month’s spotlight is on Client Relationship Associate, Charlie Bruckman.
Can you explain your dual roles at the firm? What do you do in each key 
role and what about it do you enjoy most?
As a Client Relationship Associate, I work with clients and the advisors I support, Jessie and Jason. My goal is to ensure seamless communication between clients and advisors. One of the aspects of this role that I enjoy the most is getting to connect with our clients and focusing on building relationships, while helping to create a positive experience.
As an Investment Analyst, I work closely with our investment team to manage client portfolios and assess performance. I find it rewarding to analyze market and economic trends, using those insights to strategically position portfolios that align with clients’ investment goals.
What community organizations / volunteer opportunities are you currently involved in? What do these organizations do and what is your role?
One of my favorite times is when our firm volunteers at the Food Bank of Eastern Michigan. I also enjoy volunteering for the Knights of Columbus annual fundraiser in my community of Owosso. In the past, I have also enjoyed helping coach T-ball and youth baseball.
What are a couple of important lessons you have learned while working at SWMG?
How important collaboration is to our team. Not only does it help to provide clients with the best possible experience, but by working with people who have different strengths it can help you to grow as well.
The importance of going the extra mile cannot be overstated. Supporting clients in every possible way with genuine intentions not only strengthens our relationships but also reinforces how much we appreciate and value them.
What are some key lessons learned at SWMG?
One of the earliest lessons was understanding the power of credibility over visibility. Our team believes in leading with integrity and strength rather than relying on flashy advertising. That philosophy is embedded in how we approach marketing—focusing on credibility, accountability, and transparency.
If you weren’t working in the wealth management field, what do you think you would have done instead?
My college education is in economics, and I have always enjoyed math and research so I think some type of analyst role would be up my alley. However, if I were to explore something completely different, I’ve always had a deep love for being on the water and a strong interest in science when I was younger. If wealth management hadn’t been an option, I think pursuing a career in Marine Biology would have been exciting.
What is something that clients might be surprised to learn about you?
I once went skydiving while I was in college. It turned out to be super exciting and I had a lot of fun
IMPORTANT DISCLOSURE INFORMATION
*Please remember; that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Stephens Wealth Management Group [“SWMG”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.
Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from SWMG. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to their individual situation, you are encouraged to consult with the professional advisor of your choosing. Neither SWMG’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if SWMG is engaged, or continues to be engaged, to provide investment advisory services. SWMG is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the SWMG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at https://stephenswmg.com/.
Please note, SWMG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SWMG’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please Remember, if you are a SWMG client, please contact SWMG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.