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    • Jay Cleary
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    • Carter Wurth
    • Lalani Pitman
  • Contact Us
Bridge Financial Group | Our Team

Jay Cleary
President & CEO

Ladicia Grosch
COO & Principal

Adam Clough
Director, Insurance Planning

Ron Morton
Underwriting Manager

Melissa Fosdick
Client Service Manager

Carter Wurth
Case Design Specialist

Lalani Pitman
Executive Assistant

Our Company

Bridge Financial Group is a niche advisor helping affluent clients design and build financial bridges to connect their families for generations.

Our Principles

We have four key principles to create a different type of experience.

Our Team

We have over 75 years of combined experience, practicing at some of the highest levels across the country.

Contact Us

13986 W. Bowles Ave. Ste 200
Littleton, Colorado 80127

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Phone: 303.835.0580

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Toll Free: 888.204.3746

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Fax: 888.206.1352

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© 2013 to present - Bridge Financial Group, LLC.- All Rights Reserved.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.Bridge Financial Group, LLC is independently owned and operated. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.