Bruce has been a CPA since 1995, bringing decades of expertise in tax strategies and financial planning to his clients. One memorable client experience involved a couple who used a Reverse Mortgage to buy into a retirement condo in Italy with friends. Initially, Bruce advised caution, but the decision turned out to be a brilliant one—they now enjoy their time in Italy without the burden of a mortgage.
Bruce’s long-standing interest in real estate, combined with his accounting background, naturally led him to specialize as a Loan Officer focusing on Reverse Mortgages. With countless Baby Boomers entering retirement, Bruce is passionate about helping clients explore how Reverse Mortgages can be a smart solution for financial freedom in their golden years.