Financial Advisor - Affiliate
Bruce is proud to join the Harpeth Wealth team, an affiliate of EPM Financial. An advisor since 2006, Bruce has walked with clients through varying investment and economic conditions over the years. With clients across the US, Bruce serves as a go-to resource both in person and virtually. He believes in the power of relationships and thinks there's nothing better than sitting down together and communicating goals, dreams, and needs.
With a degree in Education and 16 years of teaching and coaching experience, Bruce helps clients navigate their financial game plan with the heart of a teacher. By focusing on what is important to each person, Bruce shapes investments and advice to fit each individual.
In his spare time. you'll likely find Bruce with his wife Teresa in their garden or helping out in the community. When the weather is nice, they and their kids are out on the trails and parks all around the nation. Their mantra is that money is a tool to achieve personal goals, and hopes to bring that mantra to life for his clients.