Meet Bruce
Bruce is a Wealth Strategy Director, Tax, and is based in Denver, Colorado. He joined Mercer Advisors in 2024 through the acquision of Transitions Wealth Management, LLC where he was Managing Partner. Bruce built and ran a CPA accounting firm beginning in 1993, then opened and ran Transitions Wealth Managment in 1999 to bridge the disconnect between tax and investing. Bruce is a Certified Public Accountant and Personal Financial Specialist. He earned a B.S. degree in accounting from the University of Colorado, Boulder.
His working style
Bruce is known for being an atypical CPA with a great personality and sense of humor. He is a great listener with an innate ability to identify tax issues and create simple but effective solutions.
Bruce in real life
What keeps you busy outside of work?
I play tennis at least five times a week. I have three Golden Retrievers. I enjoy fly fishing, skiing, and traveling with my family.
Any words you try to live by?
Do the right thing even when nobody is looking.
Why do you like working at Mercer Advisors?
Granted that the industry attracts great personalities, In my opinion, Mercer Advisors has figured out how to amplify their employees to be the cream of the crop.
Bruce’s snapshots
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