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W. Bruce Wellings
Financial Advisor, CPA
CA Life Insurance License OD71784

Check me out on BrokerCheck

Bruce is the 2nd generation CPA at Wellings & Co. He graduated from Gonzaga University in Spokane, Washington (GO ZAGS!). He has been an active member of the Menlo Park Kiwanis Club for over 25 years. Bruce is also a member of the CalCPA and the American Institute of Certified Public Accountants (AICPA)

Bruce's has over 25 years of experience serving high-net worth individuals, small businesses, and closely held family run businesses. He focuses on tax planning fo rthe future to assist and reduce your liabilities that exist from year to year. Bruce enjoys getting to know his clients on a personal level to help determine their financial goals and dreams for their entire family.

When Bruce is not working, he enjoys spending time with his wife of over 30 years, Evanell. They enjoy traveling the world, golfing with family and friends and enjoying a nice bottle of red wine with friends and family.

Victoria Makovich
Wealth Management Assistant, Tax Accountant

Victoria has lived in the Bay Area since 1992 when she moved here from Latvia by the Baltic Sea. She loves to travel, explore new food and culture, animals and has a big passion for succulents and orchids. She enjoys time with her family and friends playing board games, going wine tasting, hiking, camping and relaxing on the beach.

Her favorite quote by William Shakespeare is: "Love all, trust a few, do wrong to none"

She joined our team in 2001 as Wealth Management Assistant when we extended our services to the financial service industry. Because of her love for a challenge she quickly obtained knowledge to help our clients with bookkeeping, accounting, Quickbooks, tax preparartion and the financial services industry.

Christina Luce
Office Manager

Christina grew up enjoying sports, dirt bike riding and playing outdoors in a small town, Dixon, CA. Today she enjoys spending time with her family, including her 4 kitties, bird watching, riding motorcycles, boating and admiring exotic and classic cars.

Christina moved to the Bay Area in 2009 and joined our team in January of 2010 as our Front Desk/Administrative Assistant, transitioning into the role of the Office Manager and becoming Notary Public. Because she is the most patient with electronics, she is excellent in helping the team and our clients with any computer issues as they arise. She will always greet you with a smile while handling administrative needs to make your overall experience welcoming and pleasant here at our firm.

 

 

 

 

 

Securities offered through Avantax Investment Services, Member FINRA / SIPC
Investment advisory services offered through Avantax Advisory Services
Placing business though 1st Global Insurance Services, Inc. CA Insurance #0D71784
I am currently licensed to offer securities in the States of CA, FL, HI, IA, NV, OR, TX, VA and WA.

This is not an offer to sell securities in any other state jurisdiction.

 

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