Our Team

Brian Andrus, CFP

Phone: 203 458 8807

E-mail: bandrus@wspringfinancial.com

Brian Andrus is a CERTIFIED FINACIAL PLANNER and a managing partner of Wellspring Financial LLC. Brian has over thirty years of experience in financial services and has successfully guided many clients throughout their financial life cycle.

Mr. Andrus’ practice employs a macroeconomic approach for clients, coordinating and integrating financial decisions with goals through the Financial Engineering Process. His areas of emphasis include Comprehensive Financial Planning, Income Distribution Planning, Estate and Charitable planning and Investment Advisory Services

In addition to his private practice, Brian was Director of the Certified Financial Planning Program through Quinnipiac University.** For several years he taught the CFP curriculum to financial professionals, Attorneys and CPA’s. The program encompasses Insurance and Risk Management, Investments, Retirement Planning, Income and Estate taxation*.

Brian has been the recipient of numerous industry awards and has been a featured speaker for various institutions. He was a Five Time recipient of Connecticut Magazine 5 Star Wealth Manager Award and also received the 2005 American Red Cross Heroes of New Haven County Good Samaritan Award.

Brian lives in Guilford CT with his wife and three children. He is an active member in his community involved with civic and charitable organizations and former board member and coach of the local Youth Athletic League and is active with inner city youth athletic programs.

5 Star Connecticut II.PNG

Connecticut Magazine Five Star Wealth Manager
2010, 2011, 2012, 2013, 2014

(* in association with Professional Development Institute through the University of North TX)
(** Brian is not a tax consultant or advisor and does not provide tax advice)

Michael J. Puckly, CLU, ChFC

Phone: 860 787 5064

E-mail: mpuckly@wspringfinancial.com

Mike Puckly is an independent financial advisor working closely with individuals, families and executives to grow wealth and maximize their enjoyment of it while mitigating the risks to their assets as well as the risk of outliving their income.

Previous to his present role and responsibilities, he held many positions within the Phoenix Life Insurance Company in Hartford, CT. His tenure with Phoenix began in 1984. Positions included marketing positions associated with the Company’s permanent and term life products as well as its variable universal life, variable annuity and fixed annuity products where he served as national sales manager. Later in his career with Phoenix, he served as Second Vice President of Operations overseeing agent/broker services including contracting, appointments, licensing and commissions.

Outside of his professional endeavors, Mike is both a rower and team captain for the Riverfront Men’s Racing Crew Team which rows out of the Hartford Jaycees boathouse in Hartford, CT. He also serves on the Riverfront Recapture, Inc. Board of Directors.

Mike also serves on the Board of Directors as well as participates as a vocalist with CitySingers of Hartford. The group consists of approximately 30 members offering a wide repertoire encompassing a capella and accompanied works of various styles, periods and cultures.

Mr. Puckly received his bachelor's degree in actuarial studies from Thiel College in Greenville, Pennsylvania and his MBA in international business from Rensselaer Polytechnic Institute.

Matthew J. Dreier, CLU®, ChFC®

Phone: 860-985-6892

E-mail: mattd@wspringfinancial.com

Matthew J. Dreier brings 11 years of financial industry experience to his role of Financial Advisor with Wellspring Financial LLC. This experience includes 6 years as the Audit Manager with Aetna in Hartford, CT where he was responsible for coordinating enterprise wide compliance initiatives. In addition to his Aetna experience, Matt was a Revenue Examiner for the Connecticut Department of Revenue Services where he performed audits of companies ranging in size from sole proprietorships to multinational corporations.

Matt received his bachelor’s degree from Western Connecticut State University with a dual major in Finance and Accounting. He has also attained the Chartered Life Underwriter (CLU) designation.

Matt resides in Simsbury with his wife and daughter. Outside of work, Matt is a member of the Men’s Rowing Racing Team with Riverfront in Hartford, CT where he competes at both local and national regattas.

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Our Team

Brian Andrus, CFP

Michael J. Puckly, CLU, ChFC

Matthew J. Dreier, CLU®, ChFC®