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Liz Carlson is Bridger's Newest Financial Advisor!

Liz Carlson is Bridger's Newest Financial Advisor!

September 01, 2019

We are thrilled to announce the promotion of Liz Carlson to Financial Advisor! Liz has been with Bridger Financial Group since 2016, having titles ranging from Intern to Marketing Director to Senior Client Associate.

“It went by super quick but looking back, it’s been two years to get to this point,” said Carlson.

Her journey to financial advisor began in December of 2017, when her career took an exciting and unexpected turn….

“We were sitting in Melanie’s office talking about another process, and then the conversation spiraled into the partners wishing we had a junior advisor. They said let’s put an ad out and try to get one…and then stopped and thought, why don’t we have Liz do it?” said Carlson.

“Her attention to detail and ability to see things through from A-to-Z isn’t always what you see in the financial services world,” said Melanie Colusci, owner and president of Bridger Financial Group. “That really stuck out to me as something that made her an exceptional candidate. I could see how much she takes care of people to help them realize their end goal.”

Wasting no time, Liz began to study for her PA Life, Health and Accident Insurance license, and passed in March of 2018. Shortly after, she was promoted to Senior Client Associate, mentoring while participating in client meetings and assisting the senior advisors with the behind-the-scenes planning, development and design.

After passing her Series 7 and Series 66 FINRA exams in Fall 2018, she became involved in the recommendation process.

“By July of this year, I felt totally fine. I realized it, Melanie realized it, and I was in a good position to start advising on my own,” said Carlson. “I'm surprised at how quickly it clicked for me and it just feels right.”

“She’s not starting out as an entry-level financial advisor -- she has already learned the importance of running a business and making sure that a client’s paperwork is right. This experience will be really helpful in years to come.” added Colusci. “She’s one of the most hard-working people I've ever met and cares deeply about any role that she fills within the organization.”

Liz holds a BA degree in Communication and Public Relations from Thiel College in Greenville, PA. Her experience has allowed her to develop a passion for interacting with clients that feels more like a personal relationship than a sales relationship.

We can’t wait to see what’s next for her!

Click here to view Liz’s bio and contact information.