Bridget joined Elwood & Goetz in 2021, bringing more than five years of RIA experience. She currently serves as a Senior Financial Planner in Charleston, developing comprehensive financial plans and acting as a relationship manager for clients.
Bridget was drawn to financial planning by her love of all things finance and a passion for helping others. She finds joyful fulfillment in helping clients achieve financial peace of mind and working with them to chart the right path for meeting their lifelong financial goals.
Bridget received her bachelor’s degree from The Ohio State University's Fisher College of Business with a dual specialization in investment management and corporate finance. At Ohio State, she participated in the Student Investment Management Fund, which managed a $10 million endowment fund for the school, and was a brother of the Alpha Phi Omega Service Fraternity. She currently serves on the Fisher Global Business Learning Community Alumni Panel and enjoys volunteering in her community.
Outside of the office, Bridget loves to travel, bake, cheer on the Buckeyes, and spend time with her friends and family. She and her husband (and their dog, Luna!) are excited to continue exploring and planting roots in Charleston.