Our office consists of a fully integrated team of 17 financial professionals, with a cumulative total of almost 400 years of experience in the financial services industry. Our advisory team includes two CERTIFIED FINANCIAL PLANNER® professionals, a Chartered Retirement Planning Specialist, an Accredited Asset Management Specialist, and several MBA’s. Over the past four decades, we have developed and carefully refined our investment process. While the specifics of every individual and family we work with are different, there are many common elements in how we work with clients. We are committed to delivering a comprehensive plan to help our clients achieve their individual goals.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. 

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

CA Insurance Producer License Number
John Lee CA Insurance License Number 0E91464. Resident State: OH
Sean O’Reilly CA Insurance License Number: 0F51200. Resident State: OH
Mike Bornhorst CA Insurance License Number: 0L00639. Resident State: OH
JD Ingalls CA Insurance License Number: 0M65497, Resident State: OH

PM-04062027-8468584.1.1

Your Bridge Wealth Management

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Your Bridge Wealth Management

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Teams

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