Bridgett

Growing up, I witnessed firsthand how money conflicts can destroy relationships. My parents fought about finances almost every week during their 48-year marriage—46 years of arguments that could have been prevented with proper financial planning and communication. Watching their struggles taught me that financial stress isn't just about numbers; it's about peace, partnership, and building a life together without constant worry.

This experience ignited my passion for helping families transform their relationship with money. I became a financial planner not just to crunch numbers, but to give couples the tools and strategies my parents never had. As a woman entrepreneur in the financial services industry, I understand the unique challenges families face when making financial decisions together.

My mission extends beyond individual client success—I want to break the cycle of financial stress that damages so many relationships and help families build wealth while staying united in their goals. I recently graduated from the Goldman Sachs 10,000 Small Businesses Program which has helped me figure out the next best steps for my business.