Bruce has over 35 years of financial planning and investment experience. His focus is in estate, investment, and business owner planning. His practice spans the full range of financial planning for successful families including; investment management analysis, estate tax planning, retirement planning, business succession planning, and estate/asset protection strategies. His expertise includes the analysis, design, implementation, and ongoing review of sophisticated wealth management plans.
Bruce’s experience includes 18 years with Cigna/Sagemark Consulting (a national financial planning firm) where he directed the North Florida region and 6 years with Clark Consulting where he developed expertise in working with corporate executives as an executive benefits consultant. He has spent the last 6 years as Director of Financial Planning for LionsBridge Wealth Management.
He is a graduate of Clarkson University in Potsdam, NY. He attended the Wharton School of Business where he obtained his Certified Investment Management Analyst designation. He earned the CERTIFIED FINANCIAL PLANNER(TM) certification from the College for Financial Planning in Denver in 1992, and his Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in 1988.