Bruce brings over 28 years of experience in the financial services industry and has an extensive background in both corporate planning and private wealth management. He began his practice working exclusively with high net-worth business owners in areas of estate and business disposition planning and has evolved to also focus on private wealth management and corporate retirement plans. As an accredited investment fiduciary, Bruce is committed to understanding best practices for plan sponsors in the corporate retirement market and investment managers/trustees in the private wealth market. He enjoys and is dedicated to helping clients and their employees plan for their financial future.
Bruce holds his Bachelor of Science in finance from Belmont University, where he graduated Cum Laude. In addition, he obtained his Accredited Investment Fiduciary (AIF®) designation.
Bruce lives with his wife of 25 years in Nashville, TN. They both enjoy houseboating, watersports, snowskiing, travel and time with their kids, grandkids and friends.
In his spare time, Bruce and his wife are passionate about helping “Spirit of America Foundation,” a Christian-based foundation dedicated to helping at risk teenagers, military personnel and inmates find a purpose for their lives.