Bruce has been in the financial services industry for more than 40 years. He founded EVERWEALTH nearly 20 years ago after growing weary of the then-current model that most investors were being treated under. He set out replace speculation with education in a cost-effective and prudent way. Bruce holds his Series 65 License and serves as an investment adviser representative.

Prior to joining the firm in 2008, Andrew served as a Series 7 Registered Representative and Financial Advisor for MassMutual. As Director of Operations, Andrew has helped to design and implement investment policies as well as creating and integrating the  proprietary technology and tools within the firm. Andrew currently holds his Series 66 license and serves as an investment adviser representative.

With more than 35 years of experience, Rhonda has been the foundation for ensuring that the firm solutions are efficient and effective. Having previously served as an Insurance Underwriter for 14 years, Rhonda has a solid understanding of how to leverage that experience to better serve our clients.

Whitney currently serves as a specialist in administration and ensuring that our books and records are properly maintained. As a Registered Health Underwriter, she helps facilitate several of our Advanced Planning cases with employers and individuals seeking advice on health insurance planning and implementation.