Bridget Burgess

Client Advisor and Team Manager

For Bridget, being your LNWM advisor means being your financial champion: helping you dodge pitfalls, seize opportunities and activate all the tools that can make a big difference in the long run, such as estate and tax planning.

With more than 30 years’ experience in financial services, including leadership positions at Safeco and Symetra, Bridget tends to do quite a bit of public speaking. But the audience Bridget cares most about is her LNWM clients. There’s nothing like sitting down with clients and presenting them with solutions that work best for them, she says.

What makes LNWM stand out for Bridget? LNWM is a firm full of problem-solvers, she says, all acting on our clients’ behalf.

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