As a CERTIFIED FINANCIAL PLANNER® professional and member of the Business Development team, Bridget leads prospective clients through their initial financial analysis. In this role, she helps individuals and families simplify complexity by bringing every part of their financial life, including investments, retirement, tax strategy, and estate planning, into a clear, coordinated plan within our fee-only fiduciary framework for a transparent fee. Grounded in our comprehensive planning philosophy, Bridget focuses on connecting each client’s “why” with a data-driven plan that supports long-term success. Every introductory meeting is designed to uncover priorities, simplify complexity, and ensure a smooth transition to a dedicated team of professionals. The Mather Group is a national, fee-only fiduciary wealth management firm providing integrated investment, tax, retirement, and estate planning services to help clients achieve financial clarity and confidence for every stage of life. You don’t get one advisor. You get The Mather Group. About Bridget As a Business Development Consultant, Bridget manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She puts our clients' interests first and is committed to developing meaningful, long-term relationships. Bridget is a graduate of Indiana University’s Kelley School of Business, where she received her BS in Business with a concentration in Finance. She is also a CERTIFIED FINANCIAL PLANNER™ professional