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Meet Stephen Bruce

I love using financial planning as a way to serve clients and point them to the truth that contentment in Christ is worth infinitely more than any portfolio!

Stephen Bruce's profile image

Ask Stephen About: His travel adventures, the latest sport he's trying out, his favorite Crocs, or growing up in Iowa.

(717) 796-1700

Stephen Bruce

Financial Advisor

Stephen’s Role
As a Financial Advisor on Holly’s advisory team, Stephen helps construct clients’ personalized Financial LifePlans. He answers client questions and follows up on meeting action items, making sure that what needs to be done gets done. Stephen also serves as one of LifeGuide’s traders.

A bit about his background:
Stephen graduated Magna Cum Laude from Liberty University in 2022 with a Bachelor’s Degree in Business Administration. He continued his education at Liberty, earning his MBA with distinction in 2024. Stephen has successfully passed the Series 65 exam and is working towards obtaining his CFP® designation.

What Stephen says he loves most about his job:
“I love using financial planning as a way to serve clients and point them to the truth that contentment in Christ is worth infinitely more than any portfolio!”

Outside of the work:
When he’s not working, Stephen enjoys playing various sports, including Spikeball, basketball, volleyball, and pickleball. He also loves hanging out while listening to music or watching movies and TV shows.

Favorite Organizations

  • Voice of the Martyrs
  • Radical
  • Fellowship of Christian Athletes
  • Samaritan’s Purse