How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Fort Worth, TX

Christian Bridges

Christian Bridges, AAMS, CPFA

President & Chief Executive Officer

817-484-9800

817-529-8463

Heather Bridges

Heather Bridges

Vice President, Licensed Administrative Assistant, Insurance Specialist

817-484-9800

817-529-8463

Tonya Carlisle

Tonya Carlisle

Executive Administrative Assistant, Office Manager

817-484-9800

817-529-8463

Joe Brownback

Joe Brownback, CFP, CPFA

VP of Operations, Retirement Plan Specialist

817-484-9800

817-529-8463

Silvano Rebosio

Licensed Administrative Assistant

817-484-9800

817-529-8463

Tyler, TX

Melissa Shanhouse

Melissa Shanhouse

Vice President, Business Development, and Wealth Advisor

903-991-2101

903-991-2108