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.
VLP Financial Advisors is an independent, full-service wealth services firm, with over $1B+ in assets under management (as of 12/31/22), with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.