Advanced Special Care Planner



Bruce has dedicated his financial services practice of over 38 years to working with families with children with special needs. His mission is to help families navigate through the difficult process of accessing resources and valuable government benefits for their children. For the past 13 years, Bruce and General Agent, Harris Fishman, CLU, ChFC have sponsored thousands of children, schools, and non-profit organizations to participate in a Special Needs Awareness night at the Phillies. 

In 2005, Bruce won the Advocacy Award from Montgomery County MHMR for Exemplary Service and the Timothy C. Flanagan, CLU, ChFC Stewardship Award for Community Service. He also received the Wendy Cohen Advocacy Award and the Ricky Godorov Key Day Award for his dedication and service to individuals with disabilities through the Association of Adults with Developmental Disabilities. He continues to serve as the Presidential Advisor for the Association of Adults with Developmental Disabilities in Jenkintown, PA. Bruce participates on the Advisory Board for the Philly Friendship Circle & the Venture Philanthropy Partnership.

Bruce is a sought after speaker at the World Congress for Individuals with Disabilities, has appeared as a platform speaker for the Williams Syndrome Foundation, Epilepsy Society, and numerous schools, non-profits, and religious institutions.

Bruce continues to participate in panel discussions at the Drexel-LeBow Graduate Center and Penn State Great Valley Graduate Center, as well as Town Hall programs at the University of Pennsylvania Autism Awareness and Research programs. A highlight of Bruce's career was speaking at the United Methodist Church with First Lady Virginia Thornburgh, where she discussed her book “That All May Pray.”

Bruce and his wife, Hilde, are the founders of the Amanda Sham Resource Center for Children with Special Needs at the Old York Road Temple Beth Am in Abington, PA. This is a nationally acclaimed program that has serviced hundreds of children over the years, regardless of their learning differences or ability to pay.