Bruce has been a CPA since 1977, received an MBA in Finance in 1981, became a Personal Financial Specialist (PFS) in 1980 and spent 35 years in various finance positions with Johnson & Johnson, while establishing a tax practice for high-net-worth clients. Over the years he added financial advisory and insurance services to the practice. In 2005 he and Mary Anne Bohlinger formed a partnership, Sage Financial Services LLC with 1st Global as their broker-dealer. In 2006, Bruce, Maryanne, along with Berge Avedisian, formed a partnership as Trusted Global Advisors, LLC which they dissolved in 2023. In July 2025, Bruce joined Ryan Financial Group to ensure continued support of tax preparation/planning, financial planning and investment management well into the future.
Bruce lives in Tewksbury Township, NJ with his wife of 48 years, Rosemary. Bruce enjoys travelling in his spare time.