Meet the team Archives

Bridgewell Financial Senior Advisor Cheryl Siskind Solomon

Meet the Bridgewell Financial team: Cheryl Siskind Solomon

Leave a Comment / Meet the team, News / By Bridgewell Financial

Continuously strengthening our insurance practice means introducing innovative solutions and expanding the Bridgewell team to better serve our clients. For us, insurance is about more than products—it’s about helping people live better, longer lives with greater peace of mind. That belief has been central to Bridgewell’s approach since the firm was founded. By bringing together …

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Bridgewell tax specialist James MacGowan

Meet the Bridgewell Financial team: James MacGowan

Leave a Comment / Meet the team, News / By Bridgewell Financial

Finding innovative ways to bridge the gap between wealth and health requires a team approach. At Bridgewell, our vision early on was to bring together highly experienced professionals with diverse skill sets to help our clients achieve financial wellness in every aspect of their lives. Doing so requires collaboration with partners whose values not only …

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Bridgewell Financial Partner Graeme Martin

Meet the Bridgewell Financial team: Graeme Martin

Leave a Comment / Meet the team, News / By Bridgewell Financial

Every company needs a person (or people) capable of taking ideas and bringing them to reality. Sometimes these talented professionals are immersed in the day-to-day operations of the business. At others, they’re the higher-level strategists who set a vision for the organization’s growth and success, then enact a plan to reach those goals. When we …

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Meet the Bridgewell Financial team: Fran Perkins

Leave a Comment / Meet the team, News / By Bridgewell Financial

Providing exceptional service and delivering innovative solutions to business owners and leaders requires specialized expertise. In Bridgewell’s case, that’s built around key pillars including group benefits, executive planning, insurance and financial planning. Helping our clients bridge the gap between wealth and health—specifically, connecting their total well-being to strategic financial decisions—requires extensive knowledge to deliver what …

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Meet the Bridgewell Financial team: Matt Shechtman

Leave a Comment / Meet the team, News / By Bridgewell Financial

Delivering the most innovative group benefits, wealth and financial planning and insurance solutions to our clients means staying a step ahead of industry developments, while also attracting and retaining the very best talent in our sector. It’s why we’ve worked to hire highly engaged and dedicated employees, while also collaborating with dynamic partners that can …

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Meet the Bridgewell Financial team: Sharika Thalapally

Leave a Comment / Meet the team, News / By Bridgewell Financial

It takes a special group of people to build a successful financial services firm. In our case, it meant hiring professionals who share our passion for wellness and a commitment to delivering an outstanding service experience to our clients. We’ve been fortunate to assemble a team that not only satisfies that criteria, but goes above …

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Meet the Bridgewell Financial team: Justin Kishurilall

Leave a Comment / Meet the team, News / By Bridgewell Financial

When we founded Bridgewell Financial, we wanted to accomplish a few goals. Key among them: reinforcing the importance of wellness across the financial services industry, while also delivering a premium level of service to our clients. Doing so meant bringing aboard professionals who shared our firm’s core values and were committed to going above and …

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Meet the Bridgewell Financial team: Yohan Roche

Leave a Comment / Meet the team, News / By Bridgewell Financial

One of our founding goals at Bridgewell Financial was to ensure that our core values were built into every aspect of our firm. That included delivering comprehensive group benefits, personal and corporate insurance, wealth and financial planning and executive planning and group benefits solutions, developing an industry-leading customer service experience and offering a rewarding workplace …

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Bridgewell Financial welcomes Seligman Insurance

Welcoming Seligman Insurance to the Bridgewell Financial family

Leave a Comment / Meet the team, News / By Bridgewell Financial

As we’ve worked to grow Bridgewell Financial since our firm’s inception in early 2021, we’ve remained focused on helping our clients achieve financial wellness by delivering the most effective group benefits, insurance and wealth and financial planning solutions for their needs. We’ve constantly sought out new technology platforms to enhance our service offering, while expanding …

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Meet the Bridgewell Financial team: Jessica Thompson

Leave a Comment / Meet the team, News / By Bridgewell Financial

When asked what makes our firm stand out, we simply say that Bridgewell Financial is powered by extraordinary people. Their dedication to excellence, their commitment to our clients’ success and their passion for giving back to the community have helped our firm achieve success over the years. No matter their role, our team members are …

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