Retirement Income Strategies
Wealth Building Strategies
Bruce and Jason work with their older clients to design and implement retirement income strategies using both taxable and tax-deferred assets. They also provides guidance on life insurance, Social Security, Medicare and estate planning.
Bruce and Jason work with their younger clients to design and implement investment strategies that emphasize a prudent approach to growth and capital appreciation.
Bruce and Jason work with their clients to design and implement tax-advantaged investment strategies for college funding for children and grandchildren.
Bruce has managed our Corsicana office since 2001. He earned a BBA and MBA from the University of Texas at Austin. He also holds the Certified Financial Planner certification.
His professional career has included being: a corporate lending officer in the First National Bank of Chicago’s Houston office; the vice president of corporate development with a Midland-based publicly held independent oil and gas firm; the founder and co-owner of a small independent oil and gas firm, and the president of a family-owned broker-dealer in Corsicana. He holds a variety of licenses including: securities principal, securities representative, options principal, municipal principal, financial operations principal, and life insurance agent.
The best long-term investment decision Bruce made was to ask Ellen Atwood to marry him in 1972. He and Ellen have two adult children and two “almost perfect” grandchildren. When he is not designing portfolios or meeting with clients, Bruce is often found at the Corsicana Country Club working on his golf game.
Jason joined Maplewood in January 2015. His career in the investment industry began as a commodities trader in 2001. In 2004, he joined the Corsicana Branch of Chase Bank as Vice President of Chase Investment Services. In 2007, he opened a Corsicana Branch Office for Edward Jones Investments.
Jason holds a variety of licenses including General Securities Representative, Investment Adviser Representative and life insurance.
Jason graduated from Sam Houston State Unverisity with a BS degree in agricultural business with a concentration in finance. Following graduation, he married Bridget, who was and is the love of his life. He and Bridget have two outstanding children: Grant and Molly. Jason's community volunteer activities include: working with youth in coaching shotgun shooting skills, serving in various capacities at Grace Community Church and Legacy Outfitters Men's Ministry; and serving in various leadership positions in the local Lions Club. Jason's principal hobby is spending qualtiy time with his family. He also enjoys hunting, fishing and playing golf.
Nancy is a licensed representative assistant and has worked with Bruce since 1987. She enjoys working with his clients in areas of account service and trouble-shooting the occasional problem. Her extensive experience in account administration and service is an invaluable asset.
Nancy has two adult children, both of whom are college graduates and gainfully employed.