Bridgemark Strategies Expands Executive Team, Bringing on Jason Hawn, Timari Robison and Travis Boak

Bridgemark Strategies Expands Executive Team, Bringing on Jason Hawn, Timari Robison and Travis Boak

by Jeff Nash, Founder & CEO, BridgeMark Strategies

Published August 1 on AdvisorHub.com

Charlotte, North Carolina-based Bridgemark Strategies, an independent consulting firm that provides planning, execution and transition guidance to financial advisors and financial advisory firms, recently announced three new additions to its team. Jason Hawn and Timari Robison have joined as Managing Directors, while Travis Boak is the firm’s new Senior Vice President, Recruiting. The addition of these industry leaders brings Bridgemark’s headcount to 16 advisor-facing specialists.

“For advisors in motion, leveraging the expertise of professionals with keen insights into the industry’s landscape and players is essential to making the right decision about their future,” said Jeff Nash, CEO and co-founder of Bridgemark Strategies. “The addition of Jason, Timari and Travis enhances our comprehensive recruiting, onboarding, transition, succession planning and business consulting expertise. Their experience across the independent, bank and wirehouse channels is a great complement to our strong team.”.