A comprehensive, fee-based financial planner who has had the privilege of helping meet the diverse financial needs of his clients’ lives for over 20 years. By placing a keen focus on developing an enduring relationship with each of his clients throughout the financial planning process, Bruce and his team separate from the pack. He understands the importance of fully grasping the unique financial goals of a client to demonstrate the trust that is placed with him. Bruce’s typical client allows him to offer input into their financial picture only after a careful review of their current goals has been conducted. He works diligently to instill a sense of confidence that his clients have taken the appropriate steps to plan for their financial future and the legacy they desire to leave behind.
Bruce offers fee-based comprehensive financial planning that addresses the areas of wealth management, retirement planning, risk management, and estate planning strategies of individuals and the complex needs of business owners. This often involves not only the strength and support of his own team of specialists, but also the partnership with his clients’ attorneys, CPAs and other advisors to help create a plan that is designed to achieve the maximum positive financial impact on each client’s wealth objectives.
Bruce has worked with the diverse needs and many times conflicting perspectives of employees and management, as well as the interactions of various levels of internal and external corporate relationships, to provide exceptional financial planning services and inspire excellence in his client’s lives.
When he is not spending his personal time with his family, Bruce enjoys performing on the alto or soprano saxophone, serving at his church or jogging on any of the myriad of trails in and around Houston.