“Our financial lives are full of landmines. Our goal is to help clients take the road to financial success by identifying and defusing these landmines so the road is clear.”
JOIN DATE: 1982 (Founder)
Our firm’s roots and core values spring from Bruce’s early and ongoing passion for serving his clients’ highest wealth interests with far-reaching advice. As Willow Creek’s founder, Bruce has created a collaborative and family-friendly team culture, while continuing to work directly with clients on their life goals. He enjoys helping families determine what money means in their lives, and how they can effectively connect it with their personal, professional and philanthropic goals. As CEO, he also keeps an eye on our strategic vision and is a mentor to new team members. Bruce’s creativity and experience adds value to the investment committee, which he is a member of, and helps the firm with innovative and creative financial planning solutions.
Prior to founding Willow Creek, Bruce gained broad financial planning experience, with particular experience in asset management and real estate. He holds a bachelor’s degree in Expressive Arts from Sonoma State University and is a CERTIFIED FINANCIAL PLANNER™. Drawing on his experience and credentials, Bruce regularly shares his insights with the local, regional and national press, including The Press Democrat, NorthBay Biz, The San Francisco Chronicle, and The Wall Street Journal.
ON A PERSONAL NOTE: Born in Brooklyn, Bruce’s family moved to California in 1956; he and his wife Susan live in Sebastopol. Charitable giving and volunteerism is an important part of Bruce's life and his practice. He is an active volunteer on many advisory boards focused on issues related to at-risk children and teenagers, the environment, and the arts. In Bruce’s spare time he also enjoys hiking, music, reading and working in his garden.
As year-end draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there’s no better time for tax planning than now. That’s because there are a number of tax-smart strategies you can implement now that will reduce your tax bill come […]
The current stock and bond market volatility can drive a sane person crazy. If you find yourself checking your investments more frequently than you check your email, you may just be taking too much equity risk in your portfolio. After almost seven years of impressive stock and bond market returns, the late summer’s sudden market […]