Bridget has been devoted to assisting clients of the firm since 1993. She is the organizational backbone of the firm, and is responsible for operations, client services and compliance support. She also provides administrative support to Jim who oversees trading and asset allocation maintenance.
Bridget graduated from DePaul University with a Bachelor of Science in Accounting. After working as an accountant in both the private and public sectors, she continued her career working with Jim in 1993. She currently holds the Series 7, 63 and 65 securities registrations with LPL, and earned her Enrolled Agent (EA) designation in 2017.