Check the background of these investment professionals on FINRA’s BrokerCheck.

Bruce Brundige specializes in preparing clients for their future through asset management, retirement income planning and wealth transfer. Bruce holds a Master of Science degree in Financial Services and a Bachelor of Science degree in Business Management. Bruce also holds the Accredited Wealth Management Advisor designation (AWMA™) earned through the College of Financial Planning.

Bruce launched his career as a Financial Consultant in 1988. He has frequently been an invited speaker on the topic of retirement planning for local businesses and organization, including the City of Seattle Retirement Office.

As long-time residents of the Seattle area, Bruce and his family share a deep commitment to their community. Bruce was a long-time member of the Board of Trustees for The Wing Luke Asian Museum, and he is currently on the Finance Committee of Keiro Northwest, a non-profit organization providing elder care services.

Brad DiJulio comes to Brundige Wealth Management with over a decade of experience in all phases of wealth management. Brad began his career as a wealth advisor in 2010, working with his father, Brian DiJulio, at their firm, Washington Asset Management. Through the mentoring of his father, Brad learned the importance of providing thoughtful and creative solutions to his clients’ unique personal goals with a focus on maintaining the highest possible level of service.

A native of Washington, Brad attended Seattle Prep and Western Washington University, earning a Bachelor’s degree in Anthropology. He’s a musician who enjoys writing and producing music, and Brad performs regularly in bands throughout the Seattle area.

Brad currently resides in northeast Seattle with his wife, Katie, and their three children, Daisy, James and Luna. Together, they enjoy camping, skiing and attending sporting events.

Simon Han joined the Brundige Team in 2018 and earned the Certified Financial Planner™ designation in 2021. He began his career as a Financial Advisor at Waddell & Reed in 2009. Simon specializes in comprehensive financial planning, investment analysis, and portfolio management.

Simon’s background includes service in the US Navy as an Electrician’s Mate onboard the USS Asheville, which was stationed in Pearl Harbor, HI and then Bremerton, WA. He earned his Bachelor of Science in Electrical Engineering in 2007 from the University of Washington and worked as an engineer at Boeing before transitioning to financial services.

Simon and his wife Kim have two young children, Roman and Elizabeth, and have been Seattle area residents since 2003. They enjoy exploring new cuisines, engaging in community activities, and traveling as a family.

Wendy Lee Connors joined the team in 2009. As Operations Manager, her responsibilities range from being a resource for clients to managing compliance and administration. Wendy is an important contributor to product research, financial planning and portfolio management.

Wendy brings a wide range of experience to the team. Her educational background is in the natural sciences, having earned a PhD in Chemistry from UW in 2000. After several years as a research scientist and small business owner, she seized an opportunity to work in investment services in 2008.

Wendy and her two dogs live in Seattle. In her free time, you can find her on the water, rowing & volunteering with Pocock Rowing Center, urban hiking or working on her 1924 Craftsman-style home. She enjoys travel and attending cultural events.

Christina Aguilar joined our team on a part time basis in 2017 and transitioned to full time in 2021. As Operations Coordinator, her focus is on building strong relationships and providing an excellent overall experience to our clients.

Christina has worked in the financial services industry since 2016. Before joining Brundige Wealth Management full time, she coordinated compliance and operations for multiple advisors at our regional office. We’re thrilled that she has brought her extensive experience to our team.

Christina enjoys spending time with her two children and her extended family.

About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under the ticker LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, please visit www.lpl.com.