Get to know Bruce Davis

Bruce Davis serves as the Director of Financial Planning and Development for the firm. In his role, Bruce plays a pivotal role in shaping the financial training and development of both staff and knowledge base within the organization. With over 30 years of experience, Bruce has built a distinguished career in the financial planning space. His extensive expertise in the industry is complemented by a strong track record in leadership roles, where he has successfully focused on expanding firm development and enhancing productivity. Bruce holds several designations, including Certified Fund Specialist^® (CFS^®), Certified Annuity Specialist^® (CAS^®), Certified Estate and Trust Specialist™ (CES™), Certified Income Specialist™ (CIS™), reflecting his commitment to excellence in the field.

Originally from Pennsylvania, Bruce moved to Colorado over 20 years ago and has embraced the stunning landscapes and vibrant communities of the Centennial State as his home. In his free time, he enjoys exploring the incredible hiking and fishing opportunities that the nearby Rocky Mountains offer, often spending quality time outdoors with his wife and children.