Bruce Swanson began his career in the financial industry in 1983 at Prudential Securities as a Registered Representative, and became Branch Manager in 1991. Bruce and his family survived the devastation of Hurricane Hugo in 1989 which led Bruce to serve as a regional coordinator for Lutheran Disaster Response, a major provider of hurricane disaster recovery in the US Virgin Islands. Bruce’s rich professional history has had him chair multiple investment committees, perform portfolio management, and collaborate with other financial professionals to serve high net-worth clients. Bruce founded Portfolio Design Services, LLC in 2002.
Bradley Olson joined Portfolio Design Services in 2007 as a research manager. He supports the day to day operations at the firm and is a key contact for client relationships. Brad graduated from Mankato State University in 1996 with a BS in Business Administration. After college Brad worked 10 years for Taylor Corporation based out of Mankato, Minnesota at all levels of management. Prior to joining PDS Brad worked 3 years as a supervisor in the maintenance department at the University of Wisconsin River Falls. In his spare time, Brad enjoys spending time with his family, wife and three children in addition to hunting, fishing, and gardening.
Michael Cummins, CLU, ChFC, CAP joined Portfolio Design Services in 2010 as an investment adviser representative. He has over 40 years of experience with insurance, estate and charitable tax planning and non-profit management. In addition to his work with PDS Mike runs Legacy Planning Associates which he founded in 1997. He has held leadership positions with ITT Hartford Insurance and CNA Insurance Company. He was the President and CEO of Venice Hospital Foundation and served as Senior VP of their healthcare system.
Tonya Swinnea joined Portfolio Design Services in 2011 as an investment adviser representative. Tonya’s career in the investment industry began in 1979. Her vast knowledge and experience provide guidance to our clients for their personal needs and financial goals. Tonya’s past employers were Merrill Lynch and Prudential Securities. Tonya resides on the island of St. Croix, U.S. Virgin Islands, and has lived there since 1985.