As an Investment Consultant, Bridget works with defined contribution retirement plans, developing cost efficient solutions that work for the plan sponsor and participants. Bridget spends the bulk of her time as a consultant in its truest form, consulting with clients, helping them align their business goals with an appropriate investment solution.
With over 16 years of experience, Bridget has shown an innate ability to truly partner with her clients. Prior to Conrad Siegel, she worked as both an Associate Wealth Manager and a Branch Manager for two regional firms where she developed solutions for individuals, families, and institutions in the areas of trust administration and comprehensive wealth planning. Her broad background gives clients a unique perspective in developing solutions for their retirement plans.
Detail oriented and always willing to go the extra mile, Bridget’s best attributes can be seen in all that she does. Whether it’s from her office or through her community involvement, you’ll continuously find Bridget putting in the extra effort and smiling when the success comes to those that she works closely with. A country girl at heart and an avid runner, Bridget always seems to be hustling, whether it’s for her clients or with her family who spend all of their free time enjoying the outdoors together.