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

Check me out on BrokerCheck

Bruce joined the firm in 1990 after working 12 years in the banking business as a lending officer and branch manager. As a CPA and Financial Advisor, Bruce provides a wide range of services to both business clients and non-business clients which includes tax, accounting, payroll, Quickbooks Consulting, management services and financial services. His many individual, partnership and corporate clients have found his overall accounting and tax experience to be invaluable in preventing and solving their accounting and tax needs. Bruce's Financial Service clients include a wide range of business, individuals and professionals for whom he offers retirement planning, investment planning, life insurance planning and estate planning. Bruce graduated from Gonzaga University in Spokane Washington (GO ZAGS!). He is an active member of the Peninsula Business Network and the Kiwanis Club of Menlo Park. Bruce enjoys spending time with his family, traveling, golfing with clients and good old American past time cheering on his favorite baseball team, the Giants.

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 joined our team in 2001 as Wealth Management Assistant when we extended our services to the financial service industry. Victoria quickly obtained knowledge and expertise in bookkeeping, accounting, Quickbook, the financial services industry and tax preparation which she helps our clients with.

Outside of work she enjoys spending time outdoors with her family and playing board games with friends, and putting puzzles together when her two cats allow her to.



Christina Luce
Office Manager


Christina joined our team in January of 2010. She is the first smiling face you will see as you walk into our firm. Christina has quickly obtained the knowledge and expertise in our growing accounting firm. She is responsible for organizing, coordinating and maintaining office operations to ensure that the office runs efficiently. She schedules all client appointments and prepares and reviews client billing statements.

Christina and her husband enjoy the outdoors, motorcycles, boating and spending time with family and friends.





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

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


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