Bruce A. Pusateri brings more than 25 years of experience in the insurance and financial services industry, working alongside financial professionals and helping clients navigate key planning decisions with clarity and purpose.

 As Director of Asset Protection, Bruce develops strategies designed to help protect client assets from risks associated with life events. His work focuses on aligning protection planning with broader financial goals, helping ensure clients are prepared for both expected and unexpected transitions.

 Known for his consultative approach, Bruce simplifies complex planning concepts into practical guidance and builds strong, lasting relationships with both advisors and clients. His experience includes roles with Highland Capital Brokerage, Allstate Financial, Northwestern Mutual, and Guardian, where he was recognized for his production and client-focused service.

 Outside of the office, Bruce values time with his family and is deeply involved in his community and Church. He and his wife, Tatyana, enjoy spending time with their blended family, which includes seven children and five grandchildren.