Founder

With Bridgepoint Wealth Management Since:

I founded it in 2017

College / Degrees:

Western Michigan University –...

Lakeshore Executive Director

With BridgePoint Wealth Management since:

2018

College / Degrees:

Baker College – BA in Business Leadership

...
LPL Financial Advisor

Matthew joined the BridgePoint Wealth Management team in June of 2022 as an LPL Financial Advisor. He joined the...

LPL Financial Advisor

With Waddell & Reed / BridgePoint since:

2013

College / Degrees:

  • Central Michigan University
    • BS In Business...
LPL Financial Advisor

College / Degrees:

Certified Financial Planner – 2018 Grand Valley State University – 2009 BA Finance

Experience:

...
Al | LPL Financial Advisor | BridgePoint Wealth Management
LPL Financial Advisor

In 2016 Al opened a branch office in Lansing, Michigan. Al has been helping clients pursue their financial goals since...

Lakeshore Relationship Manager

Jenny grew up in Norton Shores, Michigan.

In 2012 she began working as an administrative assistant to Jackie Engel...

Senior Support Specialist

Kelli Van Dellen has had the opportunity to live in many different areas of the United States. She graduated high school...

LPL Financial Advisor

With BridgePoint Since:

2021

College / Degrees:

Grand Valley State University – BBA in Finance

Experience:

...
Retirement Plan and Client Services Associate

With BridgePoint Since:

2022

College / Degrees:

  • Calvin University – Music / Education
  • America Travel School –...
Beth | Director of Operations | BridgePoint Wealth Management
Director of Operations

“For me, I find joy in being able to help and serve our clients in any way I can. By taking care of the small...

LPL Financial Advisor

With BridgePoint Wealth Management Since:

2023

College / Degrees:

Calvin University – BA

Professional

...