Our Team

R. Bruce Bachman, CLU, ChFC
Compliance and Regulatory

Direct: 315-438-8690 x 11

Bruce is a founding member and serves as Compliance Officer. Bruce has been in the financial services business for over 40 years, including as a General Agent for Penn Mutual and Berkshire Mutual Life Insurance Company. Bruce holds a BS in Economics from Colgate University and also served as a Captain in the United States Air Force. He holds the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College. Bruce has served as the past president for both the Syracuse Lions Club and the General Agents and Managers Association.