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<br />Meet the Family Team at Three Bridges Planning


Meet the Family Team at Three Bridges Planning

Our team of staff and advisors is more than a work family…we are actual family. Get to know your team, ready to handle any need you have from insurance and investments to personal wealth strategies.


Three Bridges Planning was founded out of a drive to put client interests above all else. Every decision, recommendation, and relationship is fueled by this pursuit. Investments, insurance, and every wealth strategy is crafted to be in your best interest, not that of our firm or an individual’s compensation.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Brian Laughlin, CFP®, AIF®

Director of Financial Planning

(321) 225-3151

brian@threebridgesplanning.com

Brian began his career as an advisor in 1995 after earning a degree in Finance from Indiana University of Pennsylvania. He currently serves as the Director of Financial Planning at Three Bridges Planning.

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Brendan McCarthy

Director of Wealth Management

(321) 225-3152

brendan@threebridgesplanning.com

Brendan began his career as an advisor in 1998 after graduating from Florida State University. He currently serves as the Director of Wealth Management and Business Development at Three Bridges Planning.

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Zack Butler

Director of Investment Management

(321) 225-3156

zack@threebridgesplanning.com

Zack began his financial services career in 2001 after graduating from Northern Illinois University. He currently serves as the Director of Investment Management at Three Bridges Planning.

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Dennis Laughlin

Director of Portfolio Management

(321) 225-3150

dennis@threebridgesplanning.com

Dennis began his career in the financial industry in 1983 after attending Penn State University. He currently serves as the Director of Portfolio Management at Three Bridges Planning.

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Judy McCarthy

Client Relationship Manager

(321) 225-3154

judy@threebridgesplanning.com

With more than 50 years of experience in business administration, Judy has been an integral part of the Three Bridges Planning team, currently serving as the Client Relationship Manager.

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Samantha Verzi

Senior Registered Client Service Associate

(321) 225-3153

samantha@threebridgesplanning.com

Samantha began her financial services career in 2008 after graduating from Pace University in New York and currently serves as a Senior Registered Client Service Associate at Three Bridges Planning.

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Rushil Shah

Financial Planning Intern

rushil.shah@threebridgesplanning.com

Rushil is a freshman at the University of North Carolina at Chapel Hill studying Finance and Computer Sciences. At Three Bridges Planning, Rushil currently serves as a Financial Planning Intern.

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