Bruce is a 34 year veteran of the financial services industry, having spent the last 30 years serving his clients through customized financial planning and increased technical experience.
Bruce is a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Advisor in Philanthropy (CAP®). He is a eighteen year member of The American College President’s Council and is a member of the Golden Key Society. Bruce is also a member of the Hampton Roads Gift Planning Council.