Bruce Davis
Director of Financial Planning & Development
Bruce Davis serves as the Director of Financial Planning and Development for the firm, playing a key role in shaping the financial training and development of both staff and the organization’s knowledge base. With over 30 years of experience in the financial planning industry, Bruce has earned a strong track record of leadership, expanding firm development, and enhancing productivity. He holds multiple designations, including Certified Fund Specialist® (CFS®), Certified Annuity Specialist® (CAS®), Certified Estate and Trust Specialist™ (CES™), and Certified Income Specialist™ (CIS™), reflecting his commitment to excellence and continuous growth in the field.
In addition to his professional accomplishments, Bruce had a decorated military career and served as a Captain in the United States Army Infantry, where he spent 13 years in the Reserve Component. He earned several honors, including the U.S. Army Commendation Medal and Achievement Medal, and the Parachutist Badge. He also served as Commander of Cadets and is a Distinguished Military Graduate from Lycoming College Army ROTC. Originally from Pennsylvania, Bruce has called Colorado home for over 20 years, where he enjoys exploring the state’s stunning landscapes with his wife and children.