Bridget Burgess

Bridget Burgess

Client Advisor and Team Manager

To this day, Bridget finds herself applying what she learned while growing up on a wheat and cattle farm in eastern Washington: How to run a family business, the value of hard work, helping others, and speaking in a straightforward manner. Now pair Bridget’s life experience with her 30-plus years of financial expertise and achievement. The result is this: someone you can trust to do what is best for you and your finances.

As president of one of the largest brokerage firms in the Pacific Northwest for more than a decade, Bridget is well aware of the conflicts of interest that arise when advisors work for sales quotas or commissions. “Here at LNWM,” she says, “I can honestly pursue whatever is best for my clients. That is the basis of our success.”

Having raised what are now two thriving young adults, Bridget is also a valued resource for families looking to support their next generation, financially and otherwise. “That’s another great thing about LNWM,” she says. “Our relationships with clients tend to last for decades and over many generations.”

Designations and Education

  • CERTIFIED FINANCIAL PLANNER™ certification
  • B.A. in Business Administration
    Washington State University

Community and Industry Affiliations

  • Puget Sound Financial Planning Association
    Board Chair 2008-2010; President 2007
  • The Family Law CASA - Board Member