Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.
CFP®, AIF®
Associate Director of Operations and Trading
Vice President of Operations and Tax
Relationship Advisor
CFP®, CPA
Relationship Advisor
MBA
Relationship Advisor
AIF®
Relationship Advisor
Relationship Advisor
MBA, ChFC®, AIF®
Senior Vice President, Wealth Management & Private Wealth Advisor
CCC®
Relationship Advisor
CFP®, CPWA®, AIF®
Private Wealth Advisor
Client Services Consultant
Contact us today to learn more about paving your path with BridgePort.
BridgePort Financial Solutions
1776 Pleasant Plain Road
Fairfield, IA 52556
877-411-2737
info@bridgeport.financial
BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
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