Bruce has spent most of his financial services industry career focusing on equity management and portfolio asset allocation strategies.  Bruce returned to his hometown of Canton, Ohio in 2012 and prior to that, worked at various firms such as Citigroup, Columbia Management and FleetBoston Financial.  Since 2018, when Bruce joined up with Paul Guerra, he’s been primarily responsible for client relationships and portfolio management for his and Paul’s clients.

Bruce earned a Bachelor of Science degree in Engineering and Master of Science degree in Management from Case Western Reserve University. He also holds the highly prestigious Chartered Financial Analyst® (CFA®) designation.

Bruce enjoys travel, music, fitness training, and economic history. His true passion, however, remains with sharing the economic benefits available through the equity markets and the wealth-building opportunities these markets provide to his clients. Bruce is also active in providing personal coaching, scholarship opportunities and career-mentoring to inter-city students in Canton.

Bruce and his wife live in Canton, Ohio.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

Paul began his financial services career in 1988 and has focused his efforts on helping clients address their financial concerns and develop strategies based on their specific needs, goals, and tolerance for risk, whether it be for individuals, businesses, or organizations.  Having experienced major shifts in the financial markets throughout his career, Paul has dedicated his practice to delivering the professional and personalized service necessary to successfully navigate the uncertainty of today’s financial markets.

Paul began his career in the financial services industry after serving as a US Army Special Forces (Green Beret) Detachment Commander. He has worked for various firms at various levels of responsibility.

Paul is a graduate of the United States Military Academy at West Point and earned a Master of Business Administration degree from Liberty University. He holds the Accredited Investment Fiduciary® (AIF®) and Certified Fund Specialist® (CFS®) designations.

Paul has two daughters and lives with his wife in Canton Ohio

Vanessa is the Client Support Specialist for our office in Canton, Ohio.  Vanessa has worked with Paul Guerra since 2009 and focuses her efforts on providing excellent and professional service to clients.  Before joining Paul’s team, Vanessa served as a logistics/supply manager for PSA Airlines, where she was responsible for supporting the maintenance of a fleet of 130 aircraft.

An accomplished musician, Vanessa shares her talents as a singer/songwriter at regional venues such as coffee shops, wineries, churches, and special events. She has had the opportunity to record her original music while working with some of the industry’s elite studio musicians at The Sound Kitchen near Nashville, Tennessee. Vanessa also has a passion for repurposing furniture, “rescuing” antiques, and gardening.