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.

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.

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.

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.

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.

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.

Worth began his professional career in 1993 after attending FSU and has been a resident of Florida’s Treasure Coast since 1980. He currently resides in Palm City with his partner, Monica, and his daughter, Gabrielle. Deeply rooted in...