Thanks to his lifelong love of learning, Bruce is a Certified Financial Planner™ professional and holds a level 1 insurance certification from the Insurance Institute of America. His in-depth insurance expertise has led to numerous opportunities to engage with the news media. Bruce is also one of 20 financial advisors nationwide to serve on the Insured Retirement Institute (IRI) Advisor Advisory Council, an invitation-only council that provides input to the financial services industry on initiatives that impact financial advisors and their clients. He completed his bachelor’s degree in English at the University of Chicago and studied management consulting at Northwestern University’s Kellogg Graduate School of Management.
Bruce is a big believer in spending quality time with family and he is the proud father of two children who have inherited his passion for roller coasters.
IN THE NEWS
Bruce has had the honor of being quoted in leading publications, including:
MEMBERSHIPS + BOARDS
- Financial Planning Association member
- Insured Retirement Institute (IRI) Advisor Advisory Council member
- Whiting Woods Property Association board member
- Theatre Company board member
DESIGNATIONS
- Certified Financial Planner™ professional
- This is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
- Level 1 insurance certification, Insurance Institute of America
This credential was gained by demonstrating sophisticated knowledge of the insurance market and supports the process of managing clients’ risks.
Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Raymond James is not affiliated with any of the companies mentioned.