About
Bruce
Since 1988, Bruce has provided comprehensive financial planning advice to high-net-worth individuals and institutions. He joined Focus Partners Wealth in 2026, after working for Kovitz, where he had been since 2004. Bruce had been instrumental in the firm's growth through his focus on client service and financial planning. Prior to Kovitz, Bruce was a partner at Deloitte, LLP, leading their Midwest financial planning practice.
Bruce has spoken at national conferences on wealth planning topics and has been featured in Barron’s and Worth magazine. His work has been published in the Journal for Financial Planning, Financial Advisor magazine, and Investment Advisor magazine. Bruce has also guest lectured at the University of Illinois and has been quoted extensively locally in the Chicago Tribune and the Chicago Sun-Times and, nationally, in USA Today and Business Week. He also served on the Journal of Financial Planning’s Advisory Board.
Education and Professional Milestones
-University of Illinois at Urbana - Champaign – bachelor’s degree
Since 1988, Bruce has provided comprehensive financial planning advice to high-net-worth individuals and institutions. He joined Focus Partners Wealth in 2026, after working for Kovitz, where he had been since 2004. Bruce had been instrumental in the firm's growth through his focus on client service and financial planning. Prior to Kovitz, Bruce was a partner at Deloitte, LLP, leading their Midwest financial planning practice.
Bruce has spoken at national conferences on wealth planning topics and has been featured in Barron’s and Worth magazine. His work has been published in the Journal for Financial Planning, Financial Advisor magazine, and Investment Advisor magazine. Bruce has also guest lectured at the University of Illinois and has been quoted extensively locally in the Chicago Tribune and the Chicago Sun-Times and, nationally, in USA Today and Business Week. He also served on the Journal of Financial Planning’s Advisory Board.
Education and Professional Milestones
-University of Illinois at Urbana - Champaign – bachelor’s degree