Bruce has been providing assistance to clients since 2002. He has years of experience as a Financial Planner, holds the CERTIFIED FINANCIAL PLANNER™ designation, and is committed to continuous learning so he can best serve others. His mission is to help clients achieve their financial life’s desires by delivering customized financial planning strategies in a simplified manner.
Bruce has a passion for health; fiscal, financial, and community. He’s completed several marathons, 50K, 50 mile, and 100 mile races on foot. He also rode the 217 mile trek on his bicycle from Canada to Massachusetts in one day. Although being financially fit can be challenging, he understands the importance of using knowledge to develop achievable daily steps as part of a plan to achieve goals, both fiscal and physical. Bruce’s goal is to provide people with the financial literacy and knowledge necessary to become empowered to improve and control their financial wellness.
Bruce has been an active public servant for many years, serving communities in service roles through many different local organizations.