Bridget began her career in the financial services industry more than eight years ago, where she gained extensive knowledge of our client support model and developed a passion for excellent service.
Bridget earned her Bachelor of Arts degree in finance from the University of Wisconsin – Milwaukee. In addition, she passed the Series 7 exam on October 1, 2010, along with the Series 66 exam on December 17, 2010, and she is a notary for the state of Wisconsin. Bridget is currently studying for the CERTIFIED FINANCIAL PLANNERTM certification.
Bridget specializes in client service, focusing on client reviews, financial plan construction, total client profile and administrative support.