Wealth Designed. Life Defined.

Meet Bruce

Bruce is a Wealth Advisor on our team and uses active listening to fully understand the wants, needs, concerns, problems and goals of clients before delving into a personalized plan to help them set the path toward their goals. He strives to develop a relationship of trust and mutual respect with each client.

His interest in financial planning began during the housing market collapse, while he was an economics student at the University of Utah. After graduating, he started his career at a brokerage firm, but it didn’t take him long to realize he wanted the option to serve as a fiduciary to clients.

With more than a decade of experience in the financial services industry, Bruce is both a Certified Exit Planning Professional and CERTIFIED FINANCIAL PLANNER™ professional. He’s helped hundreds of households determine and meet their financial goals and has guided business owners toward an ideal business exit. He’s a frequent contributor to magazines on financial topics and cohosted a retirement planning radio program.

Outside of work, Bruce enjoys spending time with his wife and two young sons. Together, they enjoy hiking, swimming at the local pool and watching Pixar movies. He also enjoys golfing, reading, snowboarding and watching classic cinema.