Founder Bruce Swanson began his financial services career by joining Prudential Securities (formerly Bache Halsey) in 1983 as a registered representative and became branch manager for the branches in the US Virgin Islands in 1990. Bruce and his family survived the devastation of Hurricane Hugo in 1989 which lead Bruce to be a regional coordinator for Lutheran Disaster Response, a major provider of the hurricane recovery in the USVI.
In 1993 Bruce moved his family to Tampa, Florida and became a Principal with Beacon Advisors, a Registered Investment Adviser firm. In 1997 Bruce joined Dale K. Ehrhardt, Inc. (DKE) where he took an active role on the investment committee, participated in portfolio management, and worked with other financial professionals who referred their clients for investment counsel.
Portfolio Design Services, LLC was created in 2002.
In 2007 we strengthened the Firm by adding Bradley Olson as research manager who also provides operations oversight.
J. Michael Cummins joined in 2010 as an Investment Adviser Representative and shares a long career in insurance and charitable giving talents.
In 2012 Ty Boggs joined the Firm as our 401(k) and pension consultant. Based in Denver, he is guiding our commitment to being fiduciaries in the retirement plan world.
Tonya Swinnea joined the Firm in 2011 as an Investment Adviser Representative. Tonya lives in St. Croix, USVI and shares the strength of her experiences from a long career starting in 1979.