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Bruce B. Brown, CPA, CFP®

Bruce B. Brown, CPA, CFP®

Chief Executive Officer

Bruce has provided tax and accounting services for individuals and small businesses for 35 years.  He’s a licensed Certified Public Accountant (CPA) as well as a Certified Financial Planner™ (CFP). Bruce also holds licenses for securities and insurance and has offered these financial services to his clients since 1987.

Bruce graduated with honors from Idaho State University with a BBA in Accounting.  A native of Idaho, he raised six children here and has been active in the financial services community.