Broker Check

Client Access

Team

Bob Bruce, CIMA®, CIMC®, AIF®

Founder/CEO

Bob brings a unique perspective to financial planning. He enjoyed a career as an Emmy award winning TV news journalist before starting as a financial planner in 1998. As Bob says, "After working in Television News for 36 years, you...

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Scott Bruce, CFP®

Advisor

As a CERTIFIED FINANCIAL PLANNER ™ Scott has been trained to focus on all aspects of a client’s financial situation. He builds financial plans that focus on the big picture and end goals, not just investments. As a 2005...

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Stacey Brady

Director of Operations

Stacey's role as the Director of Operations allows her to be on the front lines of the business. She's constantly looking for ways to improve the office systems and experience to efficiently meet client needs in this ever-evolving...
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Jessica Shook

Director of Client Experience

As the Director of Client Experience, Jessica guarantees the lines of communication remain open and easy. Her role as a liaison is to provide information to clients with accuracy and efficiency. She acts as the bridge between Integrity...
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