After a Twenty Five plus year career as an educator and public school administrator, an opportunity developed for me to get involved in the financial world with an emphasis on retirement and post retirement planning.
At that time, I also became interested in the HECM Reverse Mortgage program, and never looked back from there. With almost ten years of working with large banking institutions and local, state and community banks, I have been able to help numerous clients and their families learn about and effectively use the Reverse Mortgage as a tool to meet their retirement needs, to age in place and provide financial security. I consider my clients more than just a business relationship, and they consider me to be a trusted resource and advisor as well.
I have spent much time developing relationships working with and a member of various social, financial, community and public assistance entities across New York and Connecticut in support of the Senior Community. I helped to develop and support an online entity “HudsonValleySeniorhelp.Org” and the associated “Hudson Valley Strategic Aging Alliance” in which we act as an ombudsman or clearing house of information for use by the Senior Community, their advisors and families.
Bruce is also one of our Reverse Mortgage Specialists!