With more than 45 years in the financial services industry, Bruce brings a rare depth of experience and perspective to the clients he serves. Over the course of his career, he has guided clients through shifting market events, evolving investment and insurance landscapes, and changing retirement needs — all while remaining at the forefront of the industry’s move toward comprehensive, goals-based financial planning.

As Managing Partner and CFP® professional, Bruce leads with a proactive, team-driven approach designed to identify challenges and keep clients’ plans aligned with their life goals. He specializes in helping pre-retirees and retirees navigate the complexities of the next chapter — from final-stage wealth accumulation and retirement income strategies to risk management and estate planning. Bruce believes that successful planning extends beyond numbers; it’s about guiding both the financial and behavioral decisions that shape a confident retirement.

Outside the office, Bruce enjoys spending time with family, traveling, and being outdoors. He has been married to his wife, Tricia, for over 35 years and have two children. Charleston, SC has become their home, but they still spend summers at their family’s historic, Victorian home in Cape May, NJ.