Bridget loves to work with driven individuals, giving them the tools to succeed in their investment plan, while having open and honest, yet safe conversations. As a female advisor, connecting and being an advocate for others, especially women, is a key component to her style.

Bridget’s laid-back approach allows her clients to be open about tough money topics. She believes it is very meaningful to show clients the possibilities and power of investment planning. It is never too early to create or review the foundation of your plan. From retired parents to the recent college graduate, generational planning is why Bridget became a Financial Advisor, to help ensure all are taken care of.

Bridget received her bachelor’s degree from The Ohio State University. She has spent her career in financial services, most recently running her own practice. She holds a Series
7, 63 and 65 securities registrations as well as her life and health licenses.

Bridget’s maternal family is rooted in Indiana, and she was born and raised in Western Ohio. Bridget and her husband, Jason, have a 5-year-old daughter. They love spending time running the local trails as a family, checking out local food spots, and spending time with family and friends. Bridget is a die-hard sports fanatic. She is an 9-year rider/team captain and supporter of Pelotonia, as she is passionate about raising money for cancer research.

CA Insurance License #4433261. Resident State OH.