
MEET YOUR GUIDE
[Advisor Name] Founder & President
Fred has been helping families and businesses around Bridgewater with their financial planning needs for more than 13 years.
Fred and his wife, Beth Ann, have three children who are forging exciting life paths on their own, Owen, William and Benjamin. In his free time, Fred enjoys many outdoor sports and invites you to ask him about his disc golf obsession! He has also coached youth baseball, football and soccer teams over the years.
Our Team

Jonathan Wilkins Director of Operations and Client Services

Sandra Bonds Administrative Assistant

Sarah Mentzer Executive Assistant

Luke Lasater Technical Services

Ashley Bullis Executive Assistant
