Bruce is the founding president of Cramer Capital Management and has been a financial advisor since 1987. In 1986, while in college, he began his career with an internship as an accountant for Buffy’s Clothing in Columbia, Missouri. After graduating with his BS in finance and a minor in accountancy from Columbia College, Bruce joined B.C. Christopher as a financial consultant. In 1991, Bruce was named associate vice president for Merrill Lynch and in 2000, he was named first vice president for Smith Barney. Bruce holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network® and his Accredited Investment Fiduciary Analyst® (AIFA®) certification.
In 2007, Bruce created Cramer Capital Management with the idea of building an independent ensemble firm, with the culture of providing clients with a dynamic team approach. He created an environment that would encourage all staff within the company to be involved in the client experience. He trains and encourages internships through Cramer Capital Management to understand running a practice in wealth management.
Bruce serves or has served on many boards, including: Clay County EDC, Economic Development Council Board of Directors 2018, American Diabetes Association of Kansas City, Missouri Board Director, Northland Regional Chamber of Commerce (past chairman), Northland Community Foundation (chair elect), Newhouse Shelter, Hillcrest Ministries, Gladstone Chamber of Commerce Executive Committee, and Kansas City American Diabetes Association (past chairman). He is a member of the American Diabetes Pinnacle Society. He has served as president for the Kansas City’s Clay Platte BNI and South Kansas City BNI chapters. He is a graduate of the Northland Leadership Class of 2003 and Leadership Missouri of 2016.
His personal interests include health and fitness and automobiles. He is a past member of the American Power Lifting Federation, winning several events and honors in competition. He is also an active member in the Viper Club of America. Bruce and his wife, Dawn, have five children: Rachel, Leah, AJ, Nick, and Gracie.
Bruce and Dawn have a heart for charity and have raised more than $550,000 in the past six years for the American Diabetes Association and Newhouse Women’s Shelter through their “Let’s Get Jazzed” event.
Dawn retired from the airline industry after a 28-year career to enter the financial services industry in 2007. She relocated to Kansas City, Missouri, from Dallas, Texas, to start Cramer Capital Management with her husband, Bruce, and holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. Her specialty is in working with women who are transitioning from divorce, going into a new career, losing a spouse, and many other circumstances. Dawn uses her leadership skills to empower women through transition and set them up for financial success in the future.
Dawn is actively involved in educating numerous women’s groups and bringing awareness to the importance of becoming financially independent. Her passion is in helping women learn networking techniques by using referral groups and other resources that are specifically available to women. She founded the Women’s Mastermind Program in early 2012 for women to reach their goals within the many fields of the small business industry.
Dawn completed the highest-level PhD program through Klemmer University, a program that is known for training Fortune 500 circles. She is a gifted and active public speaker in advocating youth to be aware of the importance of making sound life choices, as well as encouraging them to say no to violence. In addition, Dawn is a past board member and active volunteer for the Heartland Foundation, whose mission is to find a cure for Parkinson’s disease. She is also founder of the “Let’s Get Jazzed” event, raising more than $550,000 during the past six years. Next, Dawn worked with Newhouse, a shelter for battered women, through her “Let’s Get Jazzed” event, raising more than $300,000 in three years.
Dawn is highly active in her children’s lives and is their greatest advocate. She enjoys engaging in outdoor activities such as horseback riding, hiking, scuba diving, yoga, fitness, nutrition, and natural healing. She is a certified BEST practitioner, which is a form of holistic healing used to re-establish the full healing potential of the body by using the mind. Beyond that, Dawn has also shown horses competitively at a national level and is passionate about animals. Currently, she holds her pilot instrument licenses and has been flying for more than a decade.
Paul is a proud recipient of a bachelor of science degree in agricultural economics from the University of Missouri–Columbia, (Mizzou). He has fond memories of the relationships and lifelong friends he made at his fraternity, Alpha Gamma Rho.
Paul has been in the insurance and investments markets for more than eight years. He started his investment career with Edward Jones and is licensed in both life and health insurance. He believes his previous experience in the industry is an ideal foundation for becoming a part of the team at Cramer Capital Management.
Attention to detail, good listening skills, and great empathy are symbols of his appreciation by his clients. He is effectively supported by a strong team of experienced professional specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provides excellent customer service.
Paul belongs to and participates in several Masonic organizations and participates in the different Masonic events that benefit the community. Being an active member in the South Side Sertoma organization allows him and fellow members in raising funds to put on a deaf camp each year.
Paul is happily married to his lovely wife, Carolyn; they are both Christian and met each other at Grace Evangelical Church, where they have been members for over 20 years.
Teri Lee is a native of Kansas City; she graduated from North Kansas City High School and was a member of the National Honor Society. Teri and her husband, Marvin, have a daughter and a son, and soon will have seven grandchildren, all living or working in the surrounding area.
Teri has worked for Ozark National Life Insurance Co., Kelly Services, Kraft Foodservice, and the Federal Reserve Bank of Kansas City. Each of these companies enabled Teri to develop her skills in customer service, attention to details, accuracy, follow-through, and the ability to adapt to various working environments.
While home, raising children and helping with her elderly parents, Teri kept her skills current. She kept the books for her husband, who was an owner-operator. Teri volunteered for her church, spending years in the Missionette program, a girl’s discipleship program. She earned the Esther award, the highest award given to Honor Star Leaders. She also facilitated various ladies’ programs and bible studies.
While at the Federal Reserve, Teri was in the savings bond customer service department, answering many calls, helping customers and banking personnel on the correct procedures processing savings bonds. She was promoted to training coordinator. There, Teri found her niche, traveling the Tenth District and presenting three-hour seminars educating the banking community about processing savings bonds. In 2015, the savings bond departments were consolidated to two sites, Minneapolis and Parkersburg, West Virginia.
“When people have the information they need, they will generally make better decisions with fewer frustrations. If I can help them understand the ‘why,’ then they can feel better about the outcome. Financial education has not been given the attention it deserves in our schools’ curricula. With the Cramer Capital Management team, we can fill in the gaps and help people of all ages to plan for a better financial life.”