Broker Check


How We Work

Bridging Wealth Solutions offers a range of financial solutions curated just for you. We assist our clients by first finding their goals, then developing a plan to reach them and finally recommending products and services that are designed to help meet their needs. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance, and responsiveness.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Strategies

Divorce Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Health Insurance

Employee Benefits

For more information about our firm and the services we offer,

send us a quick email or call the office.

We would welcome the opportunity to speak with you.

o: (423) 541-9169 | c: (847) 644-8081