Managing Director, Partner
Bruce serves as a Managing Director, working directly with his clients to create and maintain financial peace of mind with a personal financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits, charitable gifting and estate planning.
Bruce brings to his clients more than 35 years of experience in the financial services industry. Prior to joining Creative Planning, he was a bank trust officer and founded his own independent financial planning firm where he served clients for over 28 years.
Bruce earned a Bachelor of Science degree in Business Administration from Miami University and a Master of Business Administration degree in Finance from Xavier University. Bruce is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Bruce and his wife Karen have three adult children, all of whom are married and live in Cincinnati. Bruce is a strong believer in philanthropy and volunteers with Social Venture Partners, the St. Vincent De Paul Society, the Cincinnati Association for the Blind and Visually Impaired and the Anderson Township Tree Committee. He founded a special charity program called Trees in Gratitude. In his spare time, Bruce enjoys being outside, bicycling, swimming and walking and spending time with his children and grandchildren.
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