Teams at WealthBridge Financial Group

Build and grow a client-focused financial practice by developing long-term relationships, analyzing client goals, recommending retirement/investment/insurance/estate strategies, collaborating with specialists, and using firm-provided marketing, training, and technology support to acquire clients and manage portfolios.

Build and manage client relationships to deliver personalized financial strategies (retirement, investments, insurance, estate planning), provide guidance and education, collaborate with specialists, and grow a book of business through networking and marketing.

Lead and grow a regional insurance and annuities practice by recruiting, training, and mentoring advisors (minimum eight hires/year), maintaining personal production in life insurance/annuities, delivering holistic client strategies, and partnering with internal and external specialists to scale a high-performing, client-focused team.