Bridget joined Kendrick Wealth Management with a passion for providing an exceptional client experience. She excels at organizational efficiency, overseeing the administration of client accounts, banking services, and operational support, ensuring clients remain informed on account-related updates and timely information. She also manages our office calendar, client engagements, communications, and scheduling to ensure our operation runs smoothly with a consistent focus on delivering superior client service.
Bridget earned a Bachelor of Arts degree in history from Princeton University. Following graduation, she accepted a position with Charles Schwab & Co., gaining valuable industry experience while earning her Series 7 and 63 securities licenses.
When not in the office, Bridget lives in Carefree and enjoys rowing, film, and literature. She is currently learning how to fly fish and play golf.