As a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant®, Chartered Retirement Planning Counselor SM, and Certified Retirement Counselor® designations with more than 38 years’ experience, Bruce uses a personalized approach in designing and implementing an investment plan that encompasses your entire financial situation.
He will take the necessary time to learn about you and the members of your family including your personal interests, values and dreams. With an understanding of your investment goals, concerns, tolerance for risk and financial circumstances, he will make investment recommendations that incorporate your objectives and lifestyle goals.
Through ongoing communication, he will work with you to manage any new concerns, goals or changes in your life or the markets.
Away from the office, Bruce serves as the Elm Grove Volunteer Fire Department Assistant Chief and lives in Brookfield with his wife and two daughters.
CA Insurance Liscense Number OL71760. Resident State WI.
As a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Mutual Fund Counselor SM designation with almost 15 years’ of experience, Tom has a passion for investing and planning for major life events and financial goals. Tom takes a multi-generational approach and supports individual, family, and business needs.
For over a decade, Tom has developed customized strategies that are designed to tend to your, family, and business needs; including but not limited to retirement, education and estate investment planning strategies. With extensive experience throughout major shifts in the markets, Tom has dedicated his career to investment planning that is supportive during multiple life stages.
Tom graduated with honors from Cardinal Stritch University with a Bachelor’s Degree in Business Management. Tom also earned the rank of Eagle Scout during his scouting years. He likes to stay active both physically and mentally. He has completed many half marathons and one marathon. Also, Tom is currently training for the Madison Ironman 70.3. Tom lives in New Berlin with his wife Lisa, daughter Abigail and dog Porter.
CA Insurance License Number OL08921. Resident State WI.
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