Yohan brings years of insurance industry experience, a passion for professional growth and a dedication to customer service to the Bridgewell Financial team.

As our Client Service Coordinator, one of Yohan’s core roles is to onboard new clients into our insurance practice. That involves collecting relevant information and sending it on to the correct parties, checking applications for any necessary updates and processing that information, while ensuring that our insurance clients’ needs are met every step of the way. Yohan also confirms insurance application status to advance policies through the approval process. “On a personal level, I want to help people anyway I can,” he explains. “In my career, that means doing what it takes to serve our clients’ financial needs.”

Away from the office, Yohan enjoys working out and playing and watching sports such as hockey and baseball. If athletics doesn’t keep him active enough, his young and energetic Labrador Retriever always keeps him on the move.