Wealth Advisor, Partner
Bridget attended Indiana University Bloomington and graduated with a BS in Finance. She was Oak Partners’ first summer intern in 2001 and joined the firm full time as an advisor immediately following her graduation.
Bridget has worked to build quality systems into the team and firms’ operations structure. She believes strongly in providing the highest quality client experience possible and works hard to leave nothing to chance with client service and strategy implementation.
Bridget lives in Crown Point. She and her husband, Eric, have two active young sons. She is very family-oriented and enjoys spending time with her boys and volunteering at their schools and church. Bridget doesn’t have much free time; when not at the office, you can often find her at the grocery store, folding laundry, or cheering on the sidelines at the soccer field.
Bridget currently maintains three securities registrations; Series 63, 66 and 7 held through LPL Financial. These registrations qualify her to work as an investment advisor representative of LPL Financial.