Professionals Of Wealth Strategies

Brian H. Breuel,

With over forty years of experience in financial services, Brian Breuel created Wealth Strategies LLC in 2000 because he saw an unfulfilled need to provide clients with personalized and comprehensive financial services. Brian is motivated by trust – of his clients, his employees, his broker-dealer, and his community. Brian has chosen to represent only a limited number of clients. Consequently, he understands each client’s needs and objectives and how to plan for their attainment within the boundaries of their own risk tolerance.

Brian believes in being well-educated and current in all aspects of financial services. A graduate of The Lawrenceville School, Princeton University and The University of Florida College of Law, he has since added masters’ degrees in Financial Services and Management and Certified Financial Planner ™, Chartered Financial Consultant and Chartered Life Underwriter designations. He has written books for major publishers about insurance and annuities as well as wealth preservation strategies.

Community service and giving back to the institutions that have made a major contribution to his life are very important to Brian. He has served as President of the Alumni Association and as Alumni Trustee at The Lawrenceville School. He recently had been the President of his class at Princeton University and has served on the Advisory Board of the Center for Human Values. He serves on the Board of the Princeton Prize in Race Relations. Brian also sits on the Deans Advisory Council at Westminster College of the Arts at Rider University.

Brian is concerned about the environment, especially in densely populated New Jersey. He is Treasurer for the D & R Greenway Land Trust, an organization that has helped preserve over 15,000 acres in central New Jersey.

Brian is married to Ley Breuel, an artist and nature enthusiast. Brian has two daughters. Erin is married to Andrew Cook and the parent of grandsons Andy and Bailey. Quinn is a graduate of The Art Institute of Philadelphia and works full time as a designer.

Brian’s life experiences have attracted many clients. In addition to a working career spanning law, estate planning, real estate development and securities, Brian has taken a five year mid-life sabbatical on a Hinckley yawl in the Caribbean, worked on a cattle ranch in Wyoming and is a certified Advanced Open Water scuba diver. His idea of retirement is working three days a week – some day.

Stephen L. Koffler

Steve Koffler spent the past 30+ years working in the field of testing and assessment for educational purposes and for professional licensure and certification. In 2007, he retired from his position as Vice President at Educational Testing Service to pursue his ambition of using his analytical expertise to provide investment services to individuals. In July 2008 he passed the FINRA Series 7 examination and began working with Wealth Strategies, LLC, as an unlicensed employee.

Steve has his undergraduate degree in Mathematics from the University of Delaware, and a Masters degree in Mathematical Statistics and a Doctor of Education degree in Educational Statistics and Measurement, both of which he earned at Rutgers University. He also has a Certificate in Supervisory Management and has an extensive record of credits received for Executive Management Continuing Education courses. He has 20+ publications in books, journals, and proceedings and has given 100+ speeches and presentations. In 1990 he was interviewed and quoted extensively in “A Consumer’s Guide to Testing,” a special issue of Newsweek.

Steve has held a wide variety of leadership positions in the organizations for which he has worked. Among other positions, he was Vice President at Educational Testing Service, and Vice President and then Executive Vice President/Chief Operating Officer for The Chauncey Group International (a former subsidiary of Educational Testing Service). Currently, in addition to his work with Wealth Strategies, Steve is an adjunct faculty member at The College of New Jersey, teaching courses in Statistics and consults with several organizations about assessment, statistical analysis, and program evaluation.

Community Service is very important to Steve and he spends considerable time in volunteer activities. Steve is a Tax Counselor for AARP and prepares income tax returns for Senior Citizens and others. He also is a Business Counselor for SCORE (Counselor to American’s Small Business) and provides advice to individuals who either are small business owners or are contemplating starting their own small business. He also is a Career Mentor for students at the University of Delaware and Rutgers University.

Steve is married to Dr. Bette Kindman-Koffler. They reside in Monmouth Junction, NJ. Their daughter Jordana is a Compensation Specialist with the Standard and Poors Division of the McGraw Hill Company.

Janet Madison

Client Services

Janet Madison is the driving force behind client services at Wealth Strategies. Her main focus is on providing excellent service to all of our clients and assuring that all work we do for our clients is done effectively, efficiently and on time.

Janet’s diverse experiences have given her a unique perspective at our company. Janet earned a Bachelor of Science in Health and Physical Education at Douglass College, Rutgers University, and captained the Rutgers Women’s Field Hockey and Lacrosse teams. She taught briefly and was an assistant Women’s Lacrosse coach at Rutgers before traveling the world as an international flight attendant. She also spent 12 years as an administrator at a private local preschool before joining Wealth Strategies in 2007.

Community service has been important for Janet. As the mother of two boys, she was very active serving in the classroom and on many school committees including Foreign Language and Goals 2000 for Lawrence Township. As an active member of her church, she has taught Sunday school, served on various committees, including the 300th Capital Campaign, and has been a volunteer for Habitat for Humanity. She also has served her community as a member of the Lawrenceville Main Street Design Committee.

Janet lives in Lawrenceville, NJ. Her older son, Conor, is a helicopter pilot with the US Coast Guard. Jared, her younger son, is a recent graduate of Colgate University where he majored in Environmental Economics and lettered 4 years as goalie for the Men’s Lacrosse team. In her spare time, Janet enjoys traveling, sports, hiking, gardening and spending time with her sons.

Charlotte Snyder

Office Manager

Charlotte Snyder manages Wealth Strategies’ financial records and provides administrative assistance. Charlotte has over 30 years of professional work experience. After holding positions in Human Resources and the legal field, Charlotte transitioned to financial services in 2005. She joined Wealth Strategies in 2007.

Charlotte had led several volunteer committees with previous employers including the Red Cross Blood Drive and Take Your Child To Work Day. She has been very active in her local school district’s music boosters program having held the position of Treasurer.

Charlotte is married to Bill Snyder, a teacher in the New Hope Solebury School District. She and her husband enjoy keeping fit and have participated in the Broad Street Run in Philadelphia and the Revolutionary Run in Washington Crossing State Park as well as several other runs for local causes and charities. She has two daughters, Lauren, a teacher for the Council Rock School District; and Lindsay, an HR Project Manager at Drexel University.

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