Bruce has been active in the profession for more than 30 years and has built VLP from a one-man operation into the team-based business it is today. Developing relationships with interesting, enjoyable people motivates his work, and he believes his job as an advisor is to educate and inform his clients so that they have all the information they need to make smart decisions about their finances.
Bruce has a passion for retirement income planning, and he also advises small businesses helping them develop and monitor their business retirement and succession plans. Bruce also works with several local foundations helping them manage their assets and strategically plan for their continuing legacy. Bruce graduated from Indiana University of Pennsylvania.
Bruce has spent decades giving back to the financial industry, as is evidenced by his receipt of the Lifetime Achievement Award from the National Capital Chapter of the Financial Planning Association in 2022. Bruce’s example has encouraged all VLP advisors to get involved with the FPANCA, leading to more than 30 collective years of board members, and three past presidents of the association.
A longtime resident of Northern Virginia, Bruce is married to Patti and dad to three adult children. He enjoys golfing, travel and hiking, and has a knack for training dogs. How does he live greater? He’s building a lake house at Deep Creek Lake and is looking forward to making new memories there.
Certified Financial Planner ®
Accredited Investment Fiduciary ®
Licensed for Life, Disability, and Health Insurance