Bruce D. Hillegass, CPA, CFP®
Owner / Wealth Management Advisor
Bruce became a Certified Public Accountant in 1996 and a CERTIFIED FINANCIAL PLANNER™ professional in 2014. He has been in continuous practice for 25 years.
Bruce started his practice as a CPA firm with an emphasis on tax preparation and planning. Over the years, he recognized his clients desire and need for wealth management services and integrated them into his practice. Today, his practice focuses on the wealth management and tax preparation needs of individuals and families. His client relationships are very important to him. Respect, care, and high ethical standards, he believes, form the foundation for a sustained, rewarding client relationship.
Bruce received his BS Degree in Accounting and a Certificate in Finance from DeSales University in 1993. He also received an AA Degree in Business Administration from Lehigh Carbon Community College in 1990.
A lifelong resident of the Lehigh Valley, Bruce is also a graduate of Emmaus High School in the East Penn School District. Outside of the office, he enjoys spending time with his family, attending his children’s sporting events/activities, the beach, skiing, and traveling.