Meet Our Team
Meet Our Team
Barbara Bridgman
Chief Compliance Officer & Director of Operations
Claire Folwell
Marketing & Business Development Manager
Cassidy Susi, CRPC®, AAMS®, SE-AWMA®
Personal Financial Advisor
Cameron Walker, FPQP®
Financial Paraplanner
Eric E. Wolfe, CFP®, ChFC®, CLU®
Founder and Senior Advisor
Birdie
Director of Pup-lic Relations