Since 1988 Bruce has provided personalized wealth management services, guiding clients through their various stages of life. As a Certified Financial Planner (CFP®) and independent Registered Investment Advisor, he provides unbiased proactive advice to help clients accomplish their financial goals.
Bruce graduated Cum Laude from Minnesota State University - Mankato with a Bachelor of Science degree in Finance and Accounting in 1983. He then worked for five years as a loan officer in the financial services industry before starting his financial planning practice.
Bruce has taught classes on retirement and financial planning at local colleges as well as several Fortune 500 companies in the area. He is also a member of the Financial Planning Association.
Bruce and his wife Ranelle have three grown children, Waverly, Moriah and Crosby. Bruce enjoys leading a men's group at his church as well as conducting an English camp in Lima, Peru with his family and a group of 40 friends each year. He also loves family vacations, playing golf and tennis, and boating on the beautiful lakes of Minnesota.
Bruce may be reached by either emailing him at email@example.com. or by calling our office at (763)542-8884.