Experience & Qualifications
Robert C. Grow & Tami L. Mendell
Bob has been a financial advisor since 1984 and Tami has been registered since 1996. Together, they were managing principals for an investment firm and Office of Supervisory Jurisdiction for over twenty years. In this capacity, they managed other financial advisors with a presence in six Midwestern states.
In October, 2014, we founded Bridge Financial to work directly with clients. Our mission is to create a roadmap with clients as they progress along the different "stages of life," from wealth accumulation to pre-retirement, post-retirement and estate planning.
We hold various federal and state registrations and are licensed to offer a variety of investment and insurance solutions. We can offer solutions from many different investment and insurance providers to find the best solutions to your investment and insurance needs.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and will design a plan with you designed to reach those goals.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program we provide is a roadmap to your financial future.
In addition, you get a "team" approach with us. You can discuss any question with either or both of us.
We’re looking forward to using our experience to help you pursue your financial goals.