Experience and Education

As co-founder, Bruce specializes in strategic wealth planning and in creating innovative financial planning solutions for families and business owners. He also works with closely held business owners in the areas of long-term and succession planning. He has extensive experience in the field of charitable giving and helps families find solutions for their philanthropic objectives. 

Bruce has more than 30 years of experience as a financial advisor and was formerly a senior vice president of investments for A.G. Edwards. During his tenure with A.G. Edwards, he specialized in advising corporate clients and high-net-worth individuals on investment strategies, asset allocations and wealth transfer. 

Bruce has a bachelor’s degree from what is now Missouri State University and attended graduate school at the University of Missouri, Kansas City. 

Personal Interests

Bruce is a member of the board of directors of the Global Orphan Project, an organization dedicated to housing and feeding orphaned and abandoned children. He has made several trips with his wife and children to Haiti as an ambassador of the Global Orphan Project. He also served as a board member of several organizations, including a closely held community bank, the Johnson County Parks and Recreation Foundation and the Joshua Center. Bruce is a former president of the Plaza Kiwanis Club.