Sevenbridge Financial Group

Every bridge starts with a blueprint. From drafting a will to calculating how you spend and save, we create a solid foundation today to guide you to a secure tomorrow. Using your objectives and risk tolerance as our North Star, we create a customized strategy that balances functional asset allocation, tax efficiency, and cost-effectiveness.

As an artillery officer in the United States Army, Chuck's spare time was spent helping fellow soldiers navigate the complicated world of taxes and money management. That's when he became dedicated to serving the financial well-being of others. The greatest value he adds is in helping clients successfully navigate market fluctuations, moving them closer to financial goals despite downturns and uncertainties.

A numbers guy at heart, Larry began his career as a petroleum engineer then made the leap to financial services where he could help others overcome challenges in order to reach their financial goals. Larry is skilled at discovering a client's biggest concerns and creating a comprehensive plan to alleviate those worries, while simultaneously moving them towards their desired destination.

After serving nine years as a Sergeant in the Army Reserves, Patty took a position as a receptionist with Merrill Lynch. From working in a variety of roles within the financial industry, she knew the ins and outs of providing the best client care. Exceptionally organized and skilled at communicating, Patty is thorough in providing clients with solutions and service tailored to them.

A fascination with current events and corresponding market fluctuations sparked Clayton's interest in the field of financial services. Paired with an interest in helping people, he began pursuing a career in money management right out of college. And, after an initial internship at SevenBridge, he hasn't looked back.