Senior Financial Advisor
With nearly two decades of experience in the financial services industry, Bruce has the expertise to provide a comprehensive analysis of each client’s retirement picture, with a particular strength in the area of the ever-changing tax issues surrounding retirement strategies. Bruce’s relaxed style, his responsiveness, and his careful monitoring and timely adjustments to his clients’ retirement plans won him the honor as one of the “Top Wealth Managers in Denver” by 5280 Magazine in 2013 and 2014.
Bruce is a featured speaker at America’s Retirement Store workshops and even provides continuing education to tax preparers. He is the “go to” guy in the office for federal benefits issues, pension analysis, and special needs planning for disabled adults and children.
A 1988 University of Wyoming graduate with an accounting degree, Bruce grew up on a Wyoming ranch and is proud of his many ranching experiences. He lives with his wife, Cindy, and their two children, Ginny and Charlie.
Bruce is also a published author. You can find his book, A Concise Guide to Taxes in Retirement, on Amazon in print or e-book format. It’s a no-nonsense overview of common tax situations one might face in retirement. Go here to learn more or to make a purchase.
Bruce in the Media:
25 minute interview with Paul Richards of KRDO News Radio in Colorado Springs on our Healthcare Costs and Medicare in Retirement workshop.