Carolynn Bridges, CFP®
Vice President and Investment Officer
With over 15 years in the financial services industry, Carolynn has dedicated her career to helping people with investments and financial planning.
Carolynn takes pride in developing long-term relationships, earning trust through transparency, integrity, and consistency. She believes financial planning is not just about numbers or investments, but about understanding your unique needs — “It’s about the people I serve and helping to transform your ideas into an actionable well-organized plan.”
Carolynn obtained her Bachelor of Science degree from Oakland University and holds the CFP® designation, Series 7, 65, and 63 registrations held through LPL Financial. She regularly attends continuing education programs to stay at the forefront of evolving market trends and regulatory changes.
Outside of work she enjoys anything that makes movement fun & energizing, whether that is skiing, tennis, dance, yoga, or taking long walks outdoors. She is committed to healthy living, enjoys traveling and Disney adventures, and can always appreciate a great movie night. She is a proud mom of two grown sons – one in college and one in the U.S. Coast Guard. Service, kindness, continuous learning, and personal growth are values that guide both my life and work.