![]() ![]() In addition, their son Toby’s special needs have inspired Bruce and Carrie to devote time to encouraging other parents of children with special needs. On weekends, Bruce enjoys running, watching his kids’ sports teams and volunteering at LifePoint Church in Lewis Center. Bruce and his wife, Carrie, have four children. He also is a long-time “Big Brother” with Big Brothers Big Sisters of Central Ohio. Bruce is a member of the Ohio Society of CPAs and serves on the Board of the State Convention of Baptists in Ohio. He is actively involved with the investment research and asset allocation decision-making process for our clients. A Certified Financial Planner ™, Bruce helps clients establish a personal financial plan by listening to their objectives, and works to help them develop a healthy relationship with their money. ![]() The desire to interact more personally with clients led Bruce to his role as a Financial Advisor. Jeff holds FINRA Series 7 & 63 and is a licensed California Insurance Agent (CA #0H84518)īruce began his career in the financial services industry in 1996 as a CPA. In his spare time, Jeff enjoys playing golf, traveling with his family to Walloon Lake, MI and attending his children’s sporting events. Jeff resides in Upper Arlington with his wife, Annette, and their three children. AFC is a childcare resource and referral agency founded by his grandmother, which focuses on early learning experiences for all children. He is still actively involved with the organization which offers children the opportunity to learn life lessons through golf. Jeff is also a former board member of the Upper Arlington Community Foundation and a past President of the Board of Action for Children (AFC). He served on the board of the Morton Foundation/First Tee, from 2006 to 2020. Jeff has been an active board member of the Lakes Golf & Country Club since 2006. As part of his comprehensive approach, Jeff specializes in evaluating investment managers, gifting strategies and the use of charitable foundations. He is committed to helping clients maintain control over their legacies and works closely with attorneys and accountants to achieve this goal. A Financial Advisor since 1995, Jeff has extensive knowledge of multi-generational wealth management and estate planning strategies. ![]()
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