Bridget joined Evergreen Wealth in 2023 after spending a decade in trust compliance and administration, as well as a decade as an estate planning attorney. Her keen eye for detail and commitment to excellence align perfectly with our firm’s mission to provide exceptional financial planning services to our clients. Through her role as Director of Compliance and Operations, Bridget works to ensure compliance with ever-changing rules, regulations, and best practices and manages various operational processes.

Bridget and her husband have three active sons. She spends most of her free time at her kids’ sporting events, clubs, and activities.