“People appreciate someone who really listens and takes the time to know them as a person and understand their family dynamic before dispensing advice. That’s a core belief that influences how I work with my clients and run my business.”
Meet Bridget
15 years' experience as a trusted financial guide
As a dedicated mother of two daughters, Bridget understands firsthand the financial challenges that families face planning for their children's financial futures while planning for their own retirement. Her emphasis on comprehensive financial planning seeks to simplify the financial organization and planning process, helping clients to better align their goals with well-conceived financial strategies.
Bridget is passionate about smart financial planning for families and an advocate for women's financial independence. She loves helping clients take control of their financial futures and become successful money managers and protectors of their family's financial future.
She holds her series 7, 63, 65, and 6 securities registrations with LPL Financial and life, accident, and health insurance licenses.