What are some interesting facts about you?
I am a German Immigrant
Retired Air Force Chief Master Sergeant – 36 years of service
4 of those years were served as a US Marine Sergeant
Entertainer – Sax, Clar, Flute, EWI, Vocalist, specialty “German Folks Music”

What is something in financial services that you have to deal with that you want to fix?
In tandem with our Operations Team, searching for seamless software integrations within our data stack, data systems, whereby we minimize repeating manual data entry and increase speed and accuracy of our data while maintaining an “easy to use” and “lowest possible cost” technology footprint.

What do you do at Bridge?
Manage Data Solutions – to enhance deliverables that increase Bridge efficiency and productivity in order to enhance our “Client Experience”

What are your credentials/past experience, for working in your position?
36 Years Military Service – worldwide logistics and budgeting of an Air Force Band.
25+ years working in the Financial Services Stack

What’s your Archetype?
The Protagonist (ENFJ-A)

What do you like about working at Bridge?
I love working with my colleagues. I enjoy the ownership I have with my position – lots of opportunity

What’s your background?
Married 34 years
5 adult children, 3 grandchildren

What are the Bridge Advisory Core Values that drive you?
I find the “Core Values” at Bridge Advisory very similar to that of the Air Force – “Integrity First, Service Before Self, Excellence in All You Do”.
Fundamentally everything I do is “Client Experience” driven and to that end a mentality of servant-ship toward my colleagues, vendors and clients drives me to perform at my best in pursuit of excellence, communicate as straightforward as possible while being thoughtful and thorough. Accountability and resolve are key for me to maintain forward momentum with my responsibilities at Bridge Advisory.