Contact Bruce Larsen

Bruce begins every client relationship by obtaining a deep understanding of what is important to each family he works with.  Once a family’s goals are clearly understood, and using time-tested investment principles, Bruce and his clients develop a plan to help realize their goals – whether they involve enjoying a secure retirement, helping children and grandchildren obtain quality educations, or simply living the life they worked so hard to achieve.  
On an ongoing basis each family’s progress is monitored and periodic adjustments are made to stay on track.  Modifications are made not only in response to market conditions but also when the client’s situation changes.  Bruce believes that most advisors concentrate only on the accumulation of assets while most investors are more concerned with protecting what they have and making sure that prudent use of their assets can allow them to meet their retirement income, legacy planning, and other financial goals. Bruce is a 1988 graduate of the University of Wyoming with a degree in accounting.  He entered the financial services industry in 1998 following a career as a corporate chief financial officer. Bruce lives with his wife of 15 years, Cindy, along with daughter Ginny and son Charley. Having grown up on a ranch in Wyoming, favorite past times include hiking, skiing, and fly fishing.

 

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