Credentials

Bruce is an alumnus of Willamette University and holds an MBA in finance from Columbia University as well as an MS in engineering from Columbia. Combine this with his CLU ,ChFC  and CASL designations, and it is no wonder that Bruce brings such an impressive depth to the insurance profession. He has won the respect of his clients and his peers because of his ability to work through complex issues to clear and rational solutions.

Bruce has been with New York Life Insurance Co. since 1985. His primary focus is on family protection, wealth accumulation, retirement planning, and estate planning. He is a consistent Million Dollar Round Table* qualifying member and New York Life Council member. A past recipient of the National Sales Achievement Award and the National Quality Award, Bruce has been actively involved in a number of related professional organizations:

  • National Association of Insurance and Financial Advisors (NAIFA)
    • Washington State NAIFA: Legislative Chair for three successive terms
    • Seattle NAIFA: past Board Member & Legislative Chair
    • Eastside NAIFA: past Board Member & Legislative Chair
  • Society of Financial Services Professionals (SFSP)
    • Seattle SFSP: past Board Member
  • East King County Estate Planning Council member

Bruce is a competitive tennis player, avid skier, gardener, backyard bird watcher and dog-lover, and has been devoted to his wife Ann for nearly twenty five years.

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

Calculators

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