Meet the Professionals Behind BridgeWise

Paul Compeau

Founding Partner / Lead Advisor

Angelena Jones

College Planning Expert

Anne Culver

Client Service Associate & Administrative Assistant

Steven Zmijewski

Paraplanner

Our Investment team

To help you with investment management and financial planning, we have partnered with A Smarter Way To Invest, a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission. With A Smarter Way To Invest as our investment selection specialist, we’re able to leverage industry leading experience and deliver more value to our clients. BridgeWise Wealth Management LLC and A Smarter Way To Invest are independent of each other and maintain separate offices. As we state in our full ADV brochures, we have other investment managers and have the ability to invest client funds without using A Smarter Way To Invest or other investment managers.

Ronald Briggs Jr.

Chief Investment Officer (FIC, CRPC®)

Maxwell Carlson

Senior Portfolio Manager (CFA, CPA Inactive)

Nathan Meyer

Director of Compliance & Operations (CFP®)

Jacob Kasperski

Portfolio Manager (CFA)