Bridget is a CERTIFIED FINANCIAL PLANNER™ who has been with the firm since 1995. She is an Investment Adviser Representative and a Registered Representative holding FINRA Series 7, 63, and 65 Securities licenses. Bridget has extensive experience in the financial planning field and specializes in investment analysis, designing investment portfolios, and computer information technology. Bridget works directly with the firm’s clients in the capacity of an advisor. She focuses on the “big picture” and will develop a plan to help you meet your financial goals. This includes evaluating the client’s current financial position and recommending strategies for investment management. She completed t