Jeff leverages his 25+ years of industry experience and over 19 years of experience coaching and consulting with financial advisors to help them navigate major transition decisions such as Broker/Dealer changes and succession planning.
Chris got his start in the financial services industry in 1985 as a retail advisor working at Dean Witter (now known as Morgan Stanley). Being an advisor has given Chris a unique perspective of the benefits and challenges of running a retail business.
Katherine Paulson is CMO of Bridgemark Strategies and is responsible for shaping the brand and marketing strategy for the firm. She has over 20 years of financial services experience and extensive knowledge in the marketing and distribution of insurance products, mutual funds, and private funds.
Chris joined Bridgemark Strategies In June 2018. While independently recruiting advisors Chris was having success, though he quickly learned that he didn’t want to just be a recruiter and wanted to consult advisors helping them with the process to evaluate changing broker/dealers.
Corey Walen started his career as a wholesaler at Lord Abbett. After graduating college, Corey knew he wanted to be in financial services as his father was a successful wirehouse and later independent advisor.
Richard has been in the financial services industry for 28+ years, starting as a financial advisor trainee in 1991 with Dean Witter Reynolds. He spent 15 years serving in different capacities with Morgan Stanley; including advisor, sales manager and branch manager.
As Senior Vice President – Advisor Consulting, Dave brings 20+ years of industry experience in working with and consulting financial advisors. His entire career has been focused on helping advisors make better smarter recommendations for their clients’ needs.
Paul’s understanding of advisors’ needs and expectations will provide him the foundation to be a highly effective consultant within Bridgemark Strategies, as he has a unique perspective of the challenges and opportunities financial advisors face with their clients.
Troy’s passion for financial services and educating advisors is why he chose to join Bridgemark Strategies. Throughout his career he has provided advice to numerous advisors looking to transition their careers. Working with Bridgemark Strategies, Troy assists advisors from A-Z as they evaluate what is often one of the most difficult decisions of their lives.