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Our People
Brian Wruk is a Certified Financial Planner™ that assists clients through the transitions in life such as job changes, retirement, etc. His firm, Transition Financial Advisors, Inc., is a fee-only, comprehensive financial planning, investment management, and tax planning and preparation firm. In addition to the CFP® designation and an MBA, Brian holds a Bachelor of Commerce degree and a Business Administration diploma. In January 1997, Brian started his financial planning career working with high net worth clients on a fee-only, family office basis. He left to start his own firm in January 2001. Brian assists the community by speaking on financial matters, doing pro bono budget counseling, financial planning and tax work. He is a Crown Ministries approved budget counselor.
Terry Ritchie is a Certified Financial Planner™ that assists clients
through the transitions in life such as job changes, retirement, etc. In
addition to the CFP® designation, Terry holds a Bachelor of Science in
Finance degree and is licensed to practice in front of the IRS as an
Enrolled Agent (EA). Terry has been a financial advisor since 1983 that
included founding two firms and working in high-level positions at a bank
and accounting firm.
Eva Sunderlin holds the Financial Paraplanner designation from The College of Financial Planning and has worked with high net worth, family office clients since 1993. Eva works closely with you in gathering and assembling your data and inputting it into our custom-built financial models. She reviews and edits financial plans and assists you in implementing the plan once presented. She also doubles as an office manager and is the first voice you will typically hear when calling our firm. Born and raised in Phoenix , Arizona , Eva has worked in an office manager capacity in the financial services industry for over 25 years.
Our Network
No person is an island unto himself. To that end, we have developed a large network of trusted professionals across the US to bring on the team as needed to meet your unique needs. This includes CPAs, tax attorneys, insurance agents (disability, long term care, property & casualty, health, life), estate planning attorneys, mortgage brokers, government authorities and so on.
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