As a young girl, I loved solving puzzles. I would sit for hours putting together what seems like random pieces to create an amazing masterpiece. Creating a financial strategy is like solving a puzzle. It is difficult to put a strategy together without all the pieces and understanding the big picture. Combining my love of puzzles and passion for leading others has inspired me to become the financial advisor I am today.
We focus in helping clients reach their full potential by understanding what is important to them, using an established process to build a personalized strategy and partnering with them to help keep them on track for their goals.
My branch office administrators, Greg and Carrie, work with me to help capture the special needs of my clients. We deeply value our relationships with our clients, spanning second and third generations. We find we work best with those who value advice and have multiple complex goals like preparing for retirement, creating income in retirement, wealth transfer and wanting to protect what they have worked hard to accumulate from unexpected life events.
We believe collaborating with a team of professionals like CPAs and estate attorneys is key in helping our clients receive the highest level of service and comprehensive guidance.
My husband, James, and I were born and raised in Alaska. We are blessed with two children, Katie (13) and David (8), who keep us busy with exploring the great outdoors in our Tolman boat and all things related to dinosaurs.
When not at the office, you may find me serving the community through the Palmer Rotary Club, Greater Palmer Chamber of Commerce, my church and in leadership roles within Edward Jones.
We are grateful to be included in the lives of the people in the community and partnering with them to solve life's puzzles together.
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Charitable Giving
- Business Retirement Plans
My Personal Interests
- Health & Nutrition
Phone NumberTammy I Bruce at (907) 746-1175
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