Bruce has been actively engaged in offering personal financial advisor services for over 12 years. He works closely with successful professionals and business owners throughout the country. Bruce enjoys building long-term relationships with clients and their families. His strength is helping his clients break through the financial clutter that often envelops their lives.  Bruce enables clients to view their situation from different perspectives in order that solutions become more attainable. Bruce earned both his undergraduate and law degrees from the University of Michigan. He previously practiced law for 14 years in Washington, D.C.

Lori brings a strong business background to Wiener Financial Management. She received a BS from Cornell University and an MBA from the Wharton School of the University of Pennsylvania. Previously, Lori was a Vice President of a hotel management company and an Executive Director of a non-profit organization. At Wiener Financial Management, Lori focuses on assisting clients with their varied financial needs.

Jessica takes care of a multitude of administrative tasks that enables Wiener Financial Management to run smoothly. She provides her services as an independent contractor via her company, Consider It Done!, one of the premier virtual assistant businesses in the country that caters to independent financial advisors. She works closely with Bruce to develop systems that make our office operate efficiently. Jessica holds a BS in Advertising and a Masters Degree in Educational Technology from Texas A&M University – Commerce.