Embracing 2024: Celebrating Our Achievements in 2023 at Bridge Advisory

Our Senior Advisor team from left: Hal Smith, Vanessa Burnett, Dave Penniall, Conor Turley, Derek Campbell, Courtney McCutchan, Jeff Niedermeyer, Debra Curry, Steve Clement

As we embark on 2024, it’s a fitting moment to look back on the incredible journey we experienced last year at Bridge Advisory.

2023 was a monumental year for us, marked by significant growth, embracing changes, and a focused commitment to our core principles: client focus, excellence, and straightforwardness.

A Year of Transformation and Progress

The previous year was characterized by meaningful transitions, highlighting our dedication to growth and adaptability. This period also brought exciting new additions to our Bridge family. We welcomed Debra Curry and Tamara Tudor in Newport Beach and Nick Colletta, Conor Turley, and Jeff Niedermeyer in Pasadena. Their arrival reinforced our enduring commitment to positivity, striving for excellence, and maintaining a client-centric approach.

Innovating Our Spaces

2023 also saw the refresh of our Pasadena & Newport Beach offices. More than just aesthetic upgrades, this refresh represents our ongoing dedication to fostering an environment where innovation, excellence, and client-focused service thrive. We believe that the right surroundings can ignite creativity and new ideas, benefiting all who work with us.

Leadership Transition: A New Era Beckons

As we moved into 2024, we were on the cusp of a significant leadership transition. Dave Penniall has taken up the role of President and Chairman of the Board, and Vanessa Burnett has stepped into the role of CEO. Vanessa’s leadership embodies our shared values and our unwavering commitment to building wealth and success for our clients. Her 16-year tenure with us is marked by resilience, innovative thinking, and an in-depth commitment to our clients’ success.

Looking Forward with Optimism

As we journey through 2024, our pledge to being excellent stewards of your trust and providing exceptional service continues unshaken. We are guided by our core values of transparency, excellence, and a thorough understanding of your needs.

We step into this new chapter with the same focus and commitment that has always defined Bridge Advisory. Together, we are excited about a future brimming with growth, opportunities, and shared successes.

As we begin this new year, we extend our heartfelt thanks for your continued trust and partnership. Here’s to a year ahead filled with prosperity, joy, and peace.

Our Management team from left: Dennis Grant (Chief Financial Officer), Nick Colletta (Chief Investment Officer), Vanessa Burnett (Chief Executive Officer), Dave Penniall (President & Chairman of the Board), Elizabeth (Lisa) Walters (Controller)
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