Kevin Bruce

Experience

• 

  DMB Financial Advisors

  Jul 1998 - May 2002

  Client Services Assistant

  Assisted in day-to-day client support for the company.

• 

  Focus Financial Group

  May 2002 - May 2006

  Installed and maintained all technology systems for the company.Directed all marketing initiatives including designing and producing marketing materials and handling incoming responses from prospects. Oversaw day-to-day client support for the firm, reorganized office systems following the departure of the previous Office Manager, assisted in the hiring and training of my permanent replacement.

  • Media Coordinator

    Aug 2002 - May 2006

  • Interim Office Manager

    May 2002 - Aug 2002
• 

  Kansas Forest Service

  Apr 2004 - May 2006

  Technology Specialist

  Was in charge of installing and supporting all technology systems for the KFS State Office, as well as a handful of remote locations across the state.

• 

  DM Bruce Associates

  Apr 2006 - May 2007

  Paraplanner

  Assisted in various aspects of plan development for our clients, including designing presentations, account analysis and general client support.

• 

  DM BRUCE ASSOCIATES LLC

  May 2007 - now

  Managing Partner / Wealth Coach

  I am the Primary Relationship Manager for a group of our Ideal Clients. I conduct regular Values Conversations with each of them, and then lead the team that designs, implements and updates their financial plan. As our firm provides ongoing support of the plan, I provide ongoing accountability to each Ideal Client to help them have a higher probability of achieving their goals.As Managing Partner, I oversee the day-to-day operations of the firm and am responsible for maintaining smooth and efficient processes that lead to the success of our team and our clients. Show less