Debits
Could pitch a tent inside a Cabela’s store and call it a dream vacation.

Credits
Can bring you to the edge of your seat with his emphatic and expressive storytelling.

Bottom Line
Even in his callow youth, Bruce had an instinct for success; he was a national high school finalist in a Delta Epsilon Chi competition – crested navy blue blazer and all. Though he’s since ditched the penny loafers, he hasn’t let up one iota in his relentless pursuit of first-rate results among stiff competition, especially when it comes to his clients’ investment portfolios and wealth management plans – all handled with ever vigilant protection from needless tax burden.

Expertise That Counts
Bruce has worked in the financial services industry since 1982. He joined LeMaster Daniels in 2005 as president of Prospera Wealth Management, our affiliated financial advisory and wealth management firm, and holds credentials as a Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter.

Proven Results
Bruce’s financial services experience includes investment, business, tax, risk management, and estate planning. He frequently speaks on personal financial planning and investment topics such as asset allocation, retirement planning, education funding, tax sensitive investing, wealth management, and practical applications of modern portfolio theory.

Education
BS, Finance, University of Iowa

Registered representative of and offering securities through Securities America, Inc., Member FINRA/SIPC. Investment advisory services offered through Prospera Investment Advisors, LLC, a registered investment advisor. Insurance products offered through Prospera Insurance Solutions, LLC. Prospera Wealth Management, Prospera Investment Advisors, Prospera Insurance Solutions, and LeMaster Daniels are not affiliated with Securities America.