Bridget Houser

Bridget assists the Operations Team in overseeing and optimizing the firm's back-office functions and driving internal process improvements. Bridget plays a key role in enhancing operational efficiencies and supporting the seamless delivery of client service. Additionally, Bridget is stepping into a paraplanning role, providing critical support to Jim Jr. and Jim Sr.

Bridget holds a BS in Accounting and International Business from Indiana University and is a Certified Public Accountant (CPA). With over 12 years of experience in both public and private accounting, she has worked in various roles, most recently serving as the Controller for a small business.

Beyond her professional expertise, Bridget enjoys spending time with her husband, two young children, and their dog. She is also a certified yoga instructor and finds balance through her passion for yoga.