We don’t need to recite the obvious. You all know by now that COVID-19 has impacted our lives in many ways. Whatever disruption it has caused in your daily lives, we certainly hope you and your loved ones are healthy. This letter is long but has...

Tuesday afternoon was met with plenty of smiles, warm hugs and handshakes, and lots of energy as we celebrated our official launch as Bridge Advisory!  Clients from all over Southern California joined us, along with friends, colleagues, and business associates to share memories of the...