While working with clients, I make it a point to get to know them and focus on their expectations. The world of finance and investing had not been on my radar in years past, but I have grown to enjoy it! I have gotten to know Melanie and her team over the past six years and appreciate being a part of this team. My main role at Bridger focuses on marketing and client relations.
With more than 25 years of marketing experience, I have worked to promote all types of businesses--from consumer to retail to industrial, and most recently the world of financial planning. While owning and operating three businesses in the past 30 years, I have especially enjoyed interacting with clients.
Before working for Bridger (and Bob Corcoran), I was a Marketing Manager for a global manufacturing business for almost ten years, where I marketed to the entire US Metal Manufacturing Industry. In 2016, I switched roles and became a Marketing Consultant for a variety of businesses.
Bob and I have been collaborating for over six years now and I have enjoyed helping him promote his business, getting to know his clients, and supporting him at his events where Special Needs Planning is near and dear to his heart.
When I am not working in the investment world, I operate a consulting business where I provide marketing services to small businesses so they can focus on their target audience and promote events. I also collaborate with them on content creation, social media marketing, and web design.
I was born and raised in Pittsburgh and grew up in Mt. Washington. For nearly 40 years I have lived in the Robinson Township area of Pittsburgh with my husband, Bill. We raised two children who are now married and have (so far) provided us with three grandchildren (one granddaughter, and two grandsons) and the fourth (a granddaughter) is expected in November 2023.
We try to spend as much time as we can with family, whether that be outdoors, at sporting events, or renovating homes. Our family enjoys travel--we almost always include a fishing trip. The most recent one was in Vero Beach, Florida where I caught the biggest fish of the day, a Red Snapper! Unfortunately, since it was out of season, I had to throw it back.