Bruce brings over 29 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.

Bruce lives with his wife of 26 years in Nashville, TN. They both enjoy house boating, water sports, snow skiing, 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 charity dedicated to helping at risk teenagers, military personnel and inmates find God’s purpose for their lives.

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