Meet Our Team
Integrated Knowledge And Personalized Service
As a multi-generational team with decades of experience, we deliver integrated tax, wealth, and financial planning guidance with clarity and steady care. Our collaborative approach is designed to provide personalized guidance from professionals who understand you, your family, and your goals.
Jim Bruno, EA, CFP®
Enrolled to practice before the IRS
Enrolled to practice before the IRS
Founder | President | Financial Life Planner
Rick Saldin, MBA, CPA
Managing Director, Bruno Financial Tax