Bruce has nearly 30 years of professional experience in wealth planning and investments. He works with individuals, guiding them with a comprehensive approach to coordinate their wealth and estate planning services, investments and insurance needs. Bruce has worked with many large companies, helping their employees navigate the complexities of stock options, 401(k)s, pensions and net unrealized appreciation.
Bruce started his financial career in 1996 with Dean Witter. After being first in his training class of 144 trainees, he was awarded the prestigious National Sales Director Award in 1997. He chose to partner with RBC Wealth Management, a full-service financial institution, which has evolved since 1909. RBC Wealth Management’s extensive resources along with a stellar reputation supports our clients’ financial needs for multiple generations. Nominated by the city manager of Plano and appointed by the city council to the tax increment financing reinvestment board in 2006, Bruce has been active in the community in many roles. Bruce grew up in Dallas, went to the University of Texas and met his wife, Robbyn. They have been residents of Plano since 1980. Having three sons andfour grandchildren keep both Bruce and Robbyn busy on the weekends with all types of activities.