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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

Personal finance isn’t only about charts and progress for Brian. He has a way of taking complex strategies and making them easy to understand for his clients. For him, it’s all about the satisfaction of seeing clients live...

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Brendan McCarthy

Director of Wealth Management

(321) 225-3152

Brendan began his financial services career in 1998 and was a founding Partner at Three Bridges Planning in 2019.  He has a genuine love for what he does and for the clients that he is humbled enough to work with every day. ...
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Zack Butler

Director of Investment Management

(321) 225-3156

Helping clients achieve financial freedom is a primary reason Zack entered the financial industry in 2001. He believes reducing financial stress empowers one to live a more engaging life. To focus on what you do best in the world and...

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Dennis Laughlin

Director of Portfolio Management

(321) 225-3150

Dennis Laughlin began his career in the financial industry in 1983. He discovered this was more than a livelihood; it’s a true calling for him. That’s why more than three decades later, he’s still serving some of...

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Judy McCarthy

Client Relationship Manager

(321) 225-3154

Have a question about your account or need to schedule a meeting? Give our office a call and chat with Judy, our Client Relationship Manager. She manages the day-to-day workings of our office and connects each client with the...

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Samantha Verzi

Senior Registered Client Service Associate

(321) 225-3153

Samantha is our resident client service expert. She is the glue that holds our office together, serving clients to meet their immediate needs. A dedicated worker, Samantha passed both the Series 7 & 66 exams while working full time....

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