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Team photo for Bridge Point Wealth Partners
Team photo for Bridge Point Wealth Partners

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Our advisors

Advisor photo for Garrett Peter Helfritch

Garrett Peter Helfritch

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Garrett Peter Helfritch Visit Garrett Peter Helfritch's website
Advisor photo for Heather Reed

Heather Reed

APMA®

Financial Advisor

Investment Operations Director
Learn more about Heather Reed Visit Heather Reed's website
Advisor photo for Nicholas Carretta

Nicholas Carretta

APMA®

Associate Financial Advisor

Learn more about Nicholas Carretta Visit Nicholas Carretta's website
Advisor photo for Richard Kappel

Richard Kappel

APMA®

Financial Advisor

Learn more about Richard Kappel

Lance Cunningham

CFP®

Financial Advisor

Learn more about Lance Cunningham Visit Lance Cunningham's website


Our team

Elana Case

Elana Case

Client Service Coordinator

Barb Case

Barb Case

Administrative Assistant

Kerstyn Helfritch

Administrative Assistant