Sean Bruna

Financial Associate

State(s) Licensed: KS, NE, OK, WA

Phone: 785-541-1256

Address:

7400 College Blvd. Suite 150
Overland Park, KS 66210

State(s) Licensed: KS, NE, OK, WA

Financial Planning for Families, Businesses, and Futures

My name is Sean Bruna and I am a Financial Advisor. I'm passionate about helping people take control of their financial future—whether that means reaching personal goals, planning for retirement, or creating a solid path forward. I work closely with clients from all walks of life, including agricultural families, small business owners, young families, and individuals working in the corporate world.

For many in the agricultural and small business sectors, transitioning a business to the next generation can be a challenging and emotional process. I help make those conversations easier by focusing on what matters most to you—your values, your legacy, and your family's future. Together, we’ll build a strategy that reflects your goals and ensures your assets are transferred thoughtfully and fairly. I also enjoy working with young families who are just beginning their financial journey and professionals navigating corporate careers. Whether it's saving for a first home, planning for education, managing equity compensation, or building long-term wealth, I’ll meet you where you are and guide you every step of the way.

My goal is to build lasting relationships and offer guidance tailored to your unique situation. By drawing on my industry experience and taking the time to understand what matters to you, I can help you map out a clear, confident path toward a more secure financial future.

Let's Put Your Plans in Motion.

Driven by your unique goals as my guide, I can help develop and implement a strategy to help lead you to financial clarity. Here are a few things we offer:

Dedicated Planning Services

Personalized Advice
Investment Planning
Tax Efficiency
Retirement Income Planning
Estate Planning

Diverse Investment Options

Managed Accounts
Mutual Funds
Variable Annuities

Comprehensive Insurance Solutions

Life Insurance
Disability Income Insurance
Annuities

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Location

Overland Park Office

Overland Park Office

Phone:: 785-541-1256

Hours

M – F: 9 a.m. – 5 p.m.

Address

7400 College Blvd. Suite 150
Overland Park, KS 66210