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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Pete Ruma is a Member of the firm Gould Ruma Financial Advisors and has been in the financial services industry since 1986. He received his Chartered Life Underwriter, (CLU), in 1995 and his Chartered Financial Consultant, (ChFC), in...

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Colleen Oberhaus

Operations Manager



Colleen, Operations Manager, is the newest member of the Gould Ruma Financial Advisors Team and oversees the day to day operations of the firm. She has been in the financial services industry since 2012 and received her FINRA Series 6...

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Suzanne Kujawa is a member of the Gould Ruma Financial Advisors team and works in all areas of branch operation support for Pete Ruma. Suzie has been a part of the team since 2014 and is everyone's first contact with our firm. She...

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