304 S. Harbor City Boulevard, Suite 200
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.
Director of Financial Planning
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...
Director of Portfolio Management
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...
Director of Wealth Management
Brendan lives by one mission: operating with your best interest in mind at all time. He goes out of his way to ensure his clients are taken care of. Multiple meetings? No problem. Impressively responsive? Absolutely; when you call you...
Client Relationship Manager
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...
Senior Registered Client Service Associate
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 the Series 7 exam while working full time. Originally...