Good Life Companies is a result of the culmination of a small group of Financial Advisors that came together to create a platform and culture for other Financial Advisors that are also in the pursuit of their own vision of the Good Life. By providing an exemplary level of service and support, our mission is to aid in the streamlining of business operations and day-to-day activities of our affiliated Advisors. This streamlining moves to modernize the way Financial Advisors function and simplify their daily activities. By simplifying the processes of Advisors and Insurance Agents alike, providing a high level of support and access to industry leading technology, the jobs of our affiliates are structured so that he or she may have the benefit of more time and more control over his or her operation.
At Good Life, we pride ourselves in the philosophy with which so many of us grew up. Hard, diligent work produces results. Coupled with a contemporary perspective and usage of efficient technology, we bring our blue-collar work ethic to a white-collar industry. Through our deep-seeded core values we believe that it is in all of our best interest to put our best foot forward both professionally and personally to provide the highest level of service we can to our customers, the American public. We do this in the pursuit to not only lead a Good Life, but a great one.
- Conor DelaneyFounder & CEO
Conor Delaney founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors that wanted a turn-key solution to support their independent financial advisory practice. Mr. Delaney, along with his partner Courtnie Nein, began developing procedures, products, and support which became the foundation for the offering at Good Life today. Prior to that, he served as both a financial advisor and branch manager for Waddell & Reed Financial Services since 2005. He graduated from Alvernia University, Reading, Pennsylvania, with degrees in Accounting and in Business Management. Mr. Delaney was a graduate of Red Bank Catholic High School, Red Bank, New Jersey.
After losing his father prematurely while in high school, Mr. Delaney entered the financial services industry full time as a sophomore in college, obtaining both his securities registrations and insurance licenses while remaining a full-time student and NCAA athlete. He began his private practice first before eventually joining Courtnie Nein in 2007, beginning a successful partnership that led the team to found Good Life Financial Advisors, giving them the ability to do more for their current and future clients, while also creating the opportunity to roll out a national platform that is intuitively designed to accommodate successful advisors who share in the same desire - serving their clients, community and family.
Mr. Delaney was also the driver behind creating Good Life Advisors, the Advisor Owned RIA. Again noticing a demand in the marketplace, a specialized model was created which afforded independent IAR’s the ability to own a piece of the RIA instead of just utilizing the RIA for the compliance services. He believes his responsibility is not just to oversee a company that delivers a great product to advisors looking to go independent, but also to help create more wealth for the advisor team by developing new assets and ideas for the firm. He believes in creating jobs and opportunity in communities around the country. To execute on this large responsibility, Mr. Delaney has surrounded himself with an executive team that includes veteran industry professionals and people with a long-established track history of building great companies in various marketplaces in the country.
Delaney married his college sweetheart, Liz, in 2008. They have three children: Blake Seraphina, Rhys Brian, and Elena Rae. They enjoy distance running as a family and spending time with their brothers, sister, and nieces in New Jersey. Delaney is also a volunteer board member at the YMCA, and an active participant in the Lions Club, Greater Reading Chamber of Commerce and the Alvernia Alumni Association.
- Courtnie NeinCo-Founder & President
Courtnie Nein co-founded The Good Life Companies in 2012. Once the need in the marketplace had been identified, Ms. Nein was tasked primarily with creating all of the infrastructure, procedures, policies, and offerings for the company that would eventually be what it is today. Prior to founding the company, Courtnie practiced as an advisor with Conor Delaney at Waddell & Reed.
Ms. Nein attended Syracuse University on a full-tuition field hockey scholarship where she graduated within three and a half years with a degree in marketing management. She obtained her securities registrations and insurance licenses during her final semester at Syracuse before joining Mr. Delaney at Waddell & Reed. Ms. Nein grew up in Leesport, Pennsylvania, in a large family business, which provided her with the foundation for becoming the prominent business leader she is today.
Ms. Nein oversees most of the operations at The Good Life Companies on a day to day basis. Like Delaney, she believes in servant leadership. While the growing number of employees at the company report largely to her, she can say without a doubt that she has sat in their chair. As the company has grown, she has become more of a manager and a leader but Ms. Nein is one of only a few that can say that have served in every capacity at the firm. Today, her commitments include overseeing the new advisor training program, the on-boarding to LPL Financial and The Good Life Companies, the transition department, and she manages the daily operations of the RIA. She also runs the day-to-day operations for Mr. Delaney and her wealth management practice.
Courtnie married her longtime love, Justinn, in September 2009. They have two sons, Graham and Colt. Courtnie enjoys working out, cooking and spending time with family and friends. Courtnie was a past president of Spring Township Centennial Rotary Club and currently coaches her son’s soccer team.
Human Resources & Administrative Support
- Aelish BrooksDirector of Human Resources & Controller
Aelish Brooks joined Good Life Companies in 2014 as the second full time hire for transition support. Aelish went on to serve as a support to Otis in business development where she focused on the onboarding process of all new advisors from start to finish. In her most current position, Aelish oversees human resources, payroll and runs all financial aspects of The Good Life Companies.
Aelish received both her Bachelor's and Master's Degrees at Alvernia University, where the focus of her studies was Business Administration and Management. Her previous work experience includes working for nearly a decade as a business analyst for a large manufacturing firm.
Aelish and her husband Noah enjoy traveling abroad as often as possible. They relish the opportunity to learn about new cultures and customs from around the world.
- Kelsey FoxHuman Resource Coordinator
Kelsey Fox joined the Good Life team in April 2019 as our Human Resource Coordinator. Kelsey primarily handles the on-boarding process with new personnel for all Good Life entities. She also is in charge of enrolling eligible employees into our benefit offering which includes Health Insurance and 401K plans. Kelsey also assists with payroll, as well as processing billing for offices throughout the country.
Kelsey received her Bachelor's Degree at Alvernia University, where the focus of her studies was Human Resource Management. Prior to being hired by Good Life, Kelsey worked as a paralegal for 9 years at a local law firm. Kelsey was born and raised in this area, and is excited to be part of our team.
In her free time, Kelsey enjoys doing DIY projects around the house, spending time with her boyfriend, Cody, and their dog, Wubby.
- Barbara Jean HeckmanExecutive Assistant
Barbara Jean joined Good Life Companies in 2018. Originally from Upstate New York, Barbara Jean studied Business Administration and Pre-Law at RIT and Cornell. She has worked for various companies and agencies including West Point, IBM, Raytheon, Cornell University, Rochester Institute of Technology and several law firms. More recently, she served as administrative assistant to the principal at Berks Career and Technology Center in Oley. With over 30 years of experience, Barbara Jean looks forward to assisting clients and teammates alike with anything they may need at the Good Life office.
Barbara Jean is married to Todd Heckman, a retired Police Chief, who now teaches Protective Services and Law at Berks Career and Technology Center. Barbara Jean and Todd have three children, Elizabeth, Ainsley and Alex. Elizabeth graduated from Villanova University with a Masters in Theology and is employed as Director of Life Teen Ministry at Good Shepherd and St. Theresa's Parishes. Ainsley recently launched her own business, working as the lead designer at Sizzle Marketing and Web Design. Alex is in his senior year at Hofstra University, majoring in Computer Science and Cybersecurity and minoring in Physics.
In her free time, Barbara Jean has a successful seamstress business, loves to paint, ski, and tries to spend as much time as possible outdoors. For the last nine years, she has also volunteered as a set designer and costume creator for over 16 plays and musicals at local high school and community theaters – affectionately earning the title “Cast Mom".
- Louise LudwigCommunity Outreach Coordinator
Louise retired from Muhlenberg School District in 2013, after teaching for 33 years. She joined Good Life Companies in October 2018 as the Community Outreach Coordinator at our national headquarters. Besides greeting clients and guests in our state-of-the-art building, Louise coordinates the many events that are held in our community room.
In her free time, Louise enjoys spending time with her husband, Dave, and their 2 daughters and 2 grandsons. As a family, the Ludwigs love hosting get-togethers with family and friends at their home in the woods.
- Sir Finnegan BrooksDirector of Happiness
Finnegan Brooks, also known as "Finn", joined the Good Life family in May of 2019. Finn's main objective at Good Life is to bring joy and happiness to everyone around him. You can typically find him napping under a desk, roaming the halls of the HQ, and greeting the guests down at Good Life Organics Juice Bar.
Finn is a miniature Bermadoodle. He is originally from Mohnton, PA and moved to Bernville, PA with his family: Aelish and Noah Brooks. He spends his free time terrorizing his cat siblings and is known to enjoy a good belly rub.
Business Development & Marketing
Kayla Gettle joined Good Life Companies in February of 2016 after working several years designing magazine ads and marketing deliverables for a local company. As the Marketing Manager, she is responsible for the marketing, communication, and business development efforts of the company. In addition to strategic business development efforts, she manages media relations, branding, advertising, and website development for all advisors affiliated with the company.
Kayla attended The Art Institute of Pittsburgh for Design. She was raised on a small farm in Womelsdorf, Pennsylvania where she gained a strong work ethic, learned responsibility and the value of working as a team. Kayla resides in Myerstown, Pennsylvania with her husband Brandon. In her free time, Kayla enjoys exercising, working on her cars and exploring her creative side through various media.
Caitlin joined Good Life Companies in 2018. Her duties include supporting the current local and national networks of advisors by consulting them on solutions to maximize their efficiencies within their businesses. In addition, she manages initiatives that will expand the service offering to Good Life affiliates. Caitlin has taken on a major supporting role in the recruitment and onboarding of advisors new to Good Life.
Degler graduated from Millersville University with a BS in Actuarial Sciences and believes in making Berks County the best it can be. When she isn’t working, Degler volunteers her time giving back to the community in which she was raised. She is heavily involved with the Greater Reading Chamber Alliance and is managing Good Life’s United Way Campaign. In her free time, Caitlin likes to spend time with her boyfriend Chris, their families, and four-legged friend, Buddy.
Becky Angelo joined Good Life Companies in 2019 with several years of marketing experience in digital content creation, ecommerce, design, event planning, and product photography. As the Marketing Coordinator, she is responsible for supporting the Marketing Manager in all marketing, communication, and business development efforts of the company.
Becky graduated from West Chester University of Pennsylvania with a B.S. in Marketing and a minor in Studio Arts. She resides in Schuylkill County, PA and loves hiking, nature photography, experimenting in the kitchen and yoga.
- Denise BrochuChief Compliance Officer & Director of Advisor TrainingDenise BrochuChief Compliance Officer & Director of Advisor Training
Denise Brochu was one of the initial four individuals who started Good Life in February of 2012. Prior to making the move, she worked as a Licensed Advisor Assistant at Waddell & Reed. She helped create the infrastructure at Good Life and was promoted to Director of Transitions in 2014. In this role, Mrs. Brochu managed a team of transition specialists, providing advisors with support and training during their onboarding process. Then in 2016, Mrs. Brochu passed the Series 24 exam and was promoted to the Director of Compliance, Principal Delegate. She served in this capacity until the Chief Compliance Officer retired from the position. Mrs. Brochu was then promoted to that position. Besides serving as the Chief Compliance Officer, Principal Delegate; Mrs. Brochu also assists in the comprehensive training of onboarding advisors once an advisor has transitioned.
Mrs. Brochu attended Johnson & Wales University, Providence RI; on a full-tuition scholarship and graduated with a Masters Degree in International Business. Mrs. Brochu grew up in Robesonia, PA on a family farm which instilled a strong work ethic. Mrs. Brochu has recently celebrated 25 years of marriage to her husband, Tony and have two daughters who are both currently living in Ohio. Mrs. Brochu and her husband, own TwoCan Kettle Corn and Catering business. They can be found around the local area at many festivals.
Rick Gromis joined The Good Life Companies in September of 2012 after spending 38 years in the banking industry. More than half of those years were spent in executive level management positions including Bank President, Chief Compliance Officer, Chief Operating Officer, Senior Lender, Director, and Founder. In these positions, Mr. Gromis provided long term strategic direction as well as oversaw lending and operational functions at the banks for which he worked. Rick was associated with three start-up banks in his career most recently organizing, leading, then successfully selling Berkshire Bank in 2011.
Over the years Mr. Gromis held positions with many professional organizations including being a Past President of the Berks County Bankers Association and serving on the Board of Directors for the Pennsylvania Association of Community Bankers.
In addition, Mr. Gromis has been involved in numerous charitable organizations over the years. He has held leadership positions with the Boy Scouts, Berks County Association for the Blind and the Berks County Parrothead Club to name a few. Mr. Gromis has also been a Rotarian for more than 35 years and has served as President of two Rotary Clubs. He is currently a member of the Spring Township Rotary Club and serves as Assistant District Governor for District 7430. He will become the District Governor in 2016.
At The Good Life Companies, Mr. Gromis was tasked with forming the compliance department for the RIA. Simultaneously, he was tasked with the overseeing and enforcing SEC rules for more than 30 advisors of Good Life. In addition to his current role at The Good Life Companies, Mr. Gromis previously served in HR, Operations, Finance, and in a support role for Delaney and Nein’s private wealth management practice.
Rick married his wife Sue in 1976. He has two children and two grandchildren.
Sharon Boyer joined Good Life in April of 2019 after spending 18 years at Wells Fargo Advisors. At Wells Fargo Advisors, she worked as a Financial Advisor and compliance management. She spent time in Richmond, VA to start a new department at Wells Fargo Advisors. She hired, trained and managed the staff to oversee trading and annuity transactions for all Financial Advisors at the firm. When she returned to PA, she was responsible for centralizing compliance and operation functions from 6 Wells Fargo Advisors branches into one office location. In her role as Compliance Specialist with Good Life she will provide compliance oversight and guidance to financial advisors.
Sharon received her Bachelor’s Degree in Business from Albright College.
Sharon spends time with her husband Mike and their dogs, Bailey and Logan. The dogs are certified therapy dogs. She volunteers and visits with the dogs to local hospitals, libraries and retirement homes. Sharon is also a tax collector for her township.
Noah Brooks joined Good Life Companies as a Financial Advisor in 2012 before being promoted to Director of Investments for the company in 2014. Mr. Brooks was immediately tasked with creating a program for advisors to have an in-house solution to their asset management needs so, if desired, the advisor can focus on growth and retention. He works directly with the professional partners to develop and create sustainable portfolios for the company's IARs. Mr. Brooks developed the Wealth Allocation Models (WAM) as well as the investment policy statements for both the department and each model at the firm.
Prior to joining The Good Life Companies, Noah was a Senior Financial Advisor at Wells Fargo. Noah began his career at Prudential Securities, beginning his career working directly on the execution/analytics for his Prudential Securities office.
Noah currently resides in Bernville, PA with his wife Aelish. In his free time, Noah enjoys traveling and cooking.
Rachel joined Good Life Companies in November 2015. She is a Client Services Manager currently assisting Merra Lee and Noah Brooks. Her responsibilities are primarily to process, review and submit applications and transfers for Merra Lee and Noah. She had previously worked for Susquehanna Bank, now BB&T Bank, for five years as a Customer Services Representative.
When not in the office, Rachel loves spending time with her husband Roy and step-daughter Sophie. She also enjoys traveling and hunting.
Kanon Ream joined Good Life Companies in May 2018. He graduated from Bucknell University in 2016 with a Bachelor of Arts in the Interdepartmental Major of Economics and Mathematics. Kanon is an integral part of the Good Life Investment Research team where he assists Good Life’s Director of Investments, Noah Brooks.
On a daily basis, Kanon performs research and performance analysis on equities and fixed income investments, develops research and performance reports, and performance due diligence for the in-house investment models, known as WAM.
Denise joined the transitions team at the Good Life Companies in 2015 where she last held the position as Director of Transitions. In August of 2018, Denise became part of the Virtual Practice Team. Prior to joining Good Life, she worked for a small investment firm in Berwyn, Pennsylvania. In that role, she was exclusively tasked with opening all accounts, processing all paperwork, organizing a large number of advisors who were associated with the firm, and keeping all three branches of AFG organized. Prior to this Denise had 20 plus years in the banking industry.
In her spare time, Denise enjoys spending time with family, friends and her two Labs, Samantha and Nahla. She and her husband Ken like to travel.
Arianna Perez joined the Good Life team in 2019 holding the position of Virtual Practice Manager. Her responsibilities include assisting financial advisors with daily client relationship support, executes account opening and maintenance, and schedules client meetings and events. Her role gives advisors the assistance to cultivate and manage their business while giving clients the attention they need and deserve. Before joining the Good Life team, Arianna worked in the banking industry for 7+ years.
Arianna is Berks County born and raised. In her free time, she enjoys hiking with a camera in hand so she can capture the beauty of her home town through lenses.
Nikki joined the transitions team at Good Life Companies in 2015. In 2018, Nikki was promoted to Director of Transitions. In this role she manages a team of transition specialists, providing advisors with support and training during their on-boarding process.
Nikki went to Kutztown University and received her Bachelor’s Degree in Psychology. She worked for two years as a therapeutic staff support helping autistic children. Nikki enjoys spending time with her husband, Tim, and daughter, Bailey as well as creating art and spending time outdoors.
- Janelle YouseTransition Specialist & Compliance Assistant
Janelle joined Good Life Companies in August 2017 as the Executive Assistant to Mr. Delaney and Mrs. Nein. Janelle went on to join the Transitions team in 2018. Within her daily role, she helps to support advisors through their transition. She helps prepare applications, open accounts, track transfers, and handles notifications on behalf of the advisors.
Janelle attended Millersville University for Education. She resides in Sinking Spring, Pennsylvania with her soon to be husband, RC. When not in the office, Janelle loves traveling with RC and spending time with her two cats and family. She is also the Director/Designer for the Conrad Weiser Color Guard program, and competes with The Sr. Guard during the Winter Indoor Season.
Real Estate & Technology
Timothy Gromis joined Good Life Companies in December 2014 as the IT Manager. Tim oversees the technology for full-service advisors. He sets up the computers and technology at the office and assists with questions going forward. Prior to joining the company, Mr. Gromis spent most of his career working as a manager or business developer for construction companies and with builders throughout New Jersey and Pennsylvania. The experience in management, sales and procurement are vital to his role at The Good Life Companies.
Mr. Gromis is a life-long resident of Pennsylvania. He spends most of his free time with his wife Nikki and Daughter Bailey, volunteering with his Rotary Club, or golfing.
Norm Heilenman originally joined The Good Life Companies in January 2015 as the firm’s Chief Financial Officer. He was immediately tasked with creating the finance department while integrating the firm with new banking relationships, enhanced accounting software and a diverse group of vendors for the various needs of the company. He brings more than 40 years of extensive background and experience in finance. Mr. Heilenman’s experience includes being the Chief Financial Officer for two real estate development and building companies. He also has held senior level positions at three banks. Most recently, he served as co-organizer, Chairman of Board and CEO at Berkshire Bank. His guidance culminated in the successful sale of Berkshire Bank in 2011.
Currently, Mr. Heilenman's responsibilities include managing the existing portfolio of offices around the country. Beyond that, he is responsible for identifying future locations, negotiating leases, overseeing construction, and furnishing offices. Mr. Heilenman's main task is to make sure converting advisors have a place they will be proud to bring their family and friends to so they maximize the success of their transition.
Mr. Heilenman is a graduate of Temple University with a Bachelor of Science Degree in Business and the Graduate School of Banking at Fairfield University/NAMSB. He has been involved with many businesses, civic and community organizations over the years. He currently serves on the Board of The Pennsylvania Community Development and Finance Corporation.
Norm has been married to his wife Diane for over 49 years and has a daughter Stacey and a son Matthew. He also has two granddaughters.
Fred was born and raised in the suburbs of Philadelphia, Pennsylvania in the small town of Gwynedd Valley. He attended Chestnut Hill Academy K -12, and remains friends with most of his class of 50 students. After high school, he attended the College of Charleston where he was a member of the Kappa Sigma fraternity. He worked full-time at the Charleston Crab House where he learned at an early age the importance of hard work and customer service.
After graduating with a degree in Corporate Communications, he joined the insurance field where he worked for 2 years, focusing on retirement needs. He quickly realized the value of sound financial planning and that the needs of his clients extended far beyond insurance. He obtained his securities license in order to more effectively fulfill their goals. Through his hard work, Fred was ranked in the top 5% of his peers for 10 straight years.
Throughout his career he trained hundreds of insurance agents & financial professionals (both newly licensed and veteran reps) around needs based selling and advanced planning concepts. He helped launch Good Life IA, which is a top-notch Insurance Marketing Organization (IMO) designed to bring value to high producing financial professionals and insurance producers around the nation.
In today’s ever-changing financial world, he is committed to professional development and has fulfilled the necessary extensive training required to obtain the CERTIFIED FINANCIAL PLANNER ® designation.
When time allows, he can be found with a fishing rod in hand, exploring the waterways of the beautiful place he calls home with his wife Melissa and their three young children.
Brandon was born and raised in Berks County. He attended Exeter High School, and later Alvernia University for his Bachelor’s and Master’s degrees. During his time at Alvernia, Brandon was a member of the men’s basketball team that won back to back PAC Championship Titles and tallied two NCAA Tournament appearances. He was also an active member in the university’s Sport Management Association.
After graduating with degrees in Sport Management, Communications, and his M.B.A., Brandon jumped into the world of sales. His journey started at local company, DaBrian Marketing Group and later ADP before finally finding his niche in insurance. Brandon’s insurance career started with a regional brokerage, Engle-Hambright & Davies. After relocating to Philadelphia, he made the move to a top ten brokerage, HUB International. With now five years of experience in the insurance industry, as a property and casualty (P&C) insurance producer, Brandon joined Good Life to start the P&C division. As the Director of Property & Casualty Insurance, his role is to grow the division by providing a value-added service to the Good Life advisors throughout the country and their clients. His goal is to arm his clients with exceptional coverage, service, and reduce their total cost of risk.
In his spare time, Brandon enjoys spending time with his 6 year old daughter, playing basketball, and traveling. He also writes and records R&B music, and has performed several times.
Andrew was born in Charleston, West Virginia, but has spent most of his life in the Carolinas. His family moved to Charlotte, NC, at an early age where his parents and siblings still reside. During high school, he was very active in the student council and athletics where he lettered in basketball and soccer. After graduating high school, Andrew attended and graduated from Appalachian State University with a bachelor’s degree in Business Communication. Andrew is married to his long time sweetheart and wife of 4 years, Casey.
Andy began his financial services career in 2000, specializing in helping Baby Boomers and business owners transition into retirement. For the last 15 years of his career Andrew has trained and developed insurance agents & other financial professionals to succeed in the industry, while working with a Fortune 500 Company. Holistic Planning through a proper needs assessment has always been part of his business model with a focus on Medicare Supplements, LTC & Life sales as a door opener to meet new clients and referrals. In 2009, Andrew was promoted to Branch Manager of a local insurance agency and managed over 55 agents and two offices located in Charleston and Hilton Head, SC. As many know they don’t give top offices away, so he was given one of the lowest ranked branches in the country and successfully built it to top 50 in the country within 5 years. In 2011 he also obtained a Series 7 & 66, fully understanding that in order to truly participate in holistic planning portfolio management must be incorporated.
Andy will serve as an Executive Trainer and In-house Advanced Case Manager,helping with advisor training needs around specific product lines or case design & implementation.
Jackie joined The Good Life Companies team in March 2015. She is the Director of Licensing & contracting for Good Life Insurance Associates (GLIA) and works in the new Good Life Companies headquarters located in Reading, PA.
Within Good Life’s fixed insurance agency, Jackie contracts all advisors, agencies and insurance agents with GLIA. She works closely with on boarding advisors transitioning to Good Life, while working with them to get appointed to serve all of their insurance needs. Jackie is a SuranceBay specialist who handles getting agents appointed with all necessary carriers in order to write new insurance business.
Jackie received her BA in Finance from Penn State University, graduating on the Dean’s List and as a member of the National Honor Society and Phi Kappa Phi. After graduating, she became an advisor assistant and practice manager to top producing financial advisors followed by 5 years in various leadership positions in the banking industry.
Jackie was born and raised in Northern New Jersey when she moved to Pennsylvania with her family to attend Penn State University. She now resides in Central PA with her 2 children, Kasey and Brayden.
Neelma originally joined Good Life Companies as a Wealth Manager Assistant for Fred Claghorn for Good Life Financial Advisors of Mount Pleasant. She now serves as part of Good Life Insurance Associates as the liaison between case manager and agent/advisor, is the main point of contact for payroll and compensation questions, and handles all pending business follow-up and execution.
Born in the Caribbean, Neelma received her BA from Colgate University, graduating with honors in her double concentration of Philosophy and Religion. Neelma also holds a Master’s degree from Duke University. Since then Neelma has worked in various fields, including Accounting, Human Resources, and Business Analysis in both the public and private sectors. Neelma resides in Mount Pleasant with her husband and two daughters (and two pups). She enjoys reading, running, and spending time with her family.
Bridget joined GLIA as the National Support Specialist in 2019 with a focus on the needs of advisors and insurance agents. Bridget is a Charleston, SC native and received her Bachelors in Corporate Communications while attending the College of Charleston. She began her career in early childhood development, managing local childcare facilities, before shifting to business administration and support in the insurance & financial services space. For the past 5 years, she has been a Branch Office Administrator (BOA) with a publicly traded firm where she specialized in the claims process, recruiting, training and all aspects of agent & advisor support. In her free time, Bridget enjoys spending time with her husband and identical twin boys, preferably at the beach, pool or Panthers game.