Brian Bruggeman is a CFP® and holds a Series 66 license with five years of industry experience. He is a partner at Block Maughan & Associates, PLLC, DBA Walla Walla Tax Advisors, where he provides tax preparation and planning services. Brian has worked at Walla Walla Wealth Advisors, LLC since 2025 and previously held positions at Baker Boyer Bank and Cetera. Walla Walla Wealth Advisors serves a small group of individual and employer-sponsored retirement plan clients, managing approximately $16 million in discretionary assets. The firm offers comprehensive financial planning and investment management using both passive and active strategies, third-party platforms, and AI tools with human oversight. Its combined ownership with a tax preparation practice is a notable aspect of its service model.

Andrew Block is a Series 65-licensed advisor with Walla Walla Wealth Advisors in Walla Walla, WA, where he has worked since 2025. He has over 16 years of experience as the managing partner of Block Maughan & Associates, PLLC, an accounting firm also known as Walla Walla Tax Advisors. Walla Walla Wealth Advisors provides wealth management, investment management, and comprehensive financial planning to a small roster of individual and employer-sponsored retirement plan clients. The firm employs a combination of passive and active strategies, utilizes third-party platforms and sub-advisers, and integrates AI tools with human oversight in its investment approach.