Bruce earned a BA Finance Degree from the University of Iowa. In addition, Bruce holds Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFU), and Certified Financial Planner (CFP) certifications.
Bruce has over 20 years experience in the financial services industry. Prior to joining CliftonLarsonAllen Wealth Advisors, he was president of Prospera Wealth Management, leading the firm’s Pacific Northwest offices and people from startup to its eventual combination with LarsonAllen Financial, now CliftonLarsonAllen Wealth Advisors. He served as Vice President of the Washington, Idaho, and Montana regions for American Express, advising clients interested in financial, estate, risk management, and investment planning.
Bruce has extensive experience in asset management, estate funding and transfer plans, business succession, and mergers and acquisitions. He currently runs the insurance and risk management group for CliftonLarsonAllen Wealth Advisors and is a member of its Investment Committee.
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In the community
Bruce is a member of the Financial Planners Association.