by Carolyn Kick | Oct 11, 2021 | Stories of the Trusted Advisor
With degrees in English and Creative Writing, and a successful career as a corporate trainer, Peggy never expected to one day enter the world of finance. All that changed when her mother, then recently retired, had her finances derailed working with a cavalier...
by Carolyn Kick | Apr 16, 2021 | Stories of the Trusted Advisor
After spending several years at a partner based firm, Bryan Cannon knew he wanted something different for his RIA career. “We had 12 or 13 partners at the time, and I was working circles around everyone else and due to this, I felt that the company was not having the...
by Carolyn Kick | Jan 5, 2021 | Stories of the Trusted Advisor
As a child, Jesse grew up in a middle class family in southern Louisiana. His father worked in a chemical plant but took up a hobby of getting involved in the stock market to help him grow his retirement savings. Jesse recalls “As a child, my dad always taught me...
by Carolyn Kick | Dec 4, 2020 | Stories of the Trusted Advisor
As a young advisor just getting started, Daren recalls spending the first part of his career working for a broker-dealer, growing his book of business. “I started with a large national firm, and built my business knocking on doors. I went through so many business...
by Carolyn Kick | Oct 3, 2020 | Stories of the Trusted Advisor
About Stories of the Trusted Advisor In Stories of the Trusted Advisor, we showcase the amazing advisors that work with Bridge. We’ll explore what made them want to become advisors, how they went about founding their firms, how they serve their clients in new and...
by Carolyn Kick | Sep 15, 2020 | Stories of the Trusted Advisor
About Stories of the Trusted Advisor In our series Stories of the Trusted Advisor, we tell the stories of the amazing advisors that work with Bridge. We’ll explore what made them want to become advisors, how they went about founding their firms, how they serve their...
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