Bruce is a co-founder of Comprehensive Financial Solutions (CFS) and attained the CFP® certification in 1994 and the AIF® designation in 2016. He is a CERTIFIED FINANCIAL PLANNER™ certificant, an Accredited Investment Advisor®, Registered Securities Principal, Investment Advisor Representative, and a Licensed Insurance Agent. He is the past Chair of the Advisors Council for the Financial Services Institute, Inc. (Washington, DC). In 2022, he was named to the Financial Services Institute's Advocacy Circle of Excellence. FSI Advocacy Circle of Excellence honorees are determined by their contributions to the advancement of the profession and dedication to the industry’s advocacy priorities.
Bruce has four children and resides in Salisbury, MD with his wife Susan. He enjoys anything involved with the water and gardening. Bruce is active with the Salisbury Horizons Academic and Summer Enrichment Program and a member of several environmental organizations.