“Each specialized team within Truepoint offers a high level of expertise that provides the foundation for long-term investing and wealth transfer. I enjoy being part of a team that partners with our clients to help them achieve financial peace of mind.”
Bridget’s Story
Bridget oversees Truepoint’s client service activities. She manages custodial relations, establishes new accounts, and executes transactions on behalf of clients. As team lead, she strives to ensure that Truepoint provides the best possible customer service experience and that its internal processes are efficient and effective. She is proud of Truepoint’s culture of integrity and hard work, and she is grateful that her job offers new challenges every day so that she can continue to learn and grow.
Bridget lives in the Over-the-Rhine area of Cincinnati and enjoys hiking, reading and cooking with friends. When not working, she enjoys volunteering through a local dog rescue and is currently a foster mom with Cincinnati Lab Rescue. When she retires, she wants to live in the mountains of Colorado and spend time snowboarding and hiking.
Specialties: account management, power of attorney designations, strategic planning