Our mission is to offer a consistent level of professional service and sound financial advice in a uniquely personal atmosphere. In today's challenging climate we strive to separate ourselves from other competitors by bringing objective, unbiased and customized financial advice and service to our clients.

Bruce has more than 30 years experience in the Accounting and Financial Services Industry. He graduated from Florida State University with a Bachelor of Science majoring in Accounting. Bruce has successfully completed: the Certified Public Accountancy (CPA) Exam, the Certified Financial Planning (CFP®) Designation, the Tax-Exempt & Governmental Plan Consultant (TGPC) Designation, and Security Licenses 7, 63, 65, held by WFG Investments, Inc., and Group I (Life and Health Insurance). Specialties are retirement planning for higher education (ORP/403(b)), 401(k)/qualified-plan and IRA rollovers, College Funding–529 Plans and Life Insurance.