Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Retirement Plan Distribution

Awards & recognition

  • Three Bridges Wealth Advisors, Ameriprise Client Experience Award, 2023

Community participation

The Three Bridges team along with clients and family at America's Grow a Row
The Three Bridges team along with clients and family at America's Grow a Row

Three Bridges Wealth Advisors along with clients and family picked and packed 97 boxes of peaches at America's Grow a Row. These peaches were distributed to local food shelves that don't often receive fresh produce. America's Grow a Row is doing great work to help hungry people in our communities enjoy access to healthful, fresh food.

  • America's Grow a Row