In 2018, the Spirit of Bridgeworth Award was introduced. Its creation was to celebrate those who best exemplify our core values, such as exuding passion about their work, acting with integrity, leading by example, and going above and beyond without hesitation.
Jonathan Millican, CFP® is Bridgeworth’s Director of Planning. Since starting with Bridgeworth in 2017, Jonathan has helped ensure that all financial plans meet Bridgeworth’s high-quality standard; he also makes the firm a better place to work through his sense of humor, good work ethic, and helpful nature. Outside his advising responsibilities, his role is one of collaboration with his fellow advisors and oversees the Planning Department who create custom, actionable financial plans for our clients, and consults on complex planning questions.
For the past seven years, Brandi has helped shape our culture by nurturing so many of our core values. She treats our clients and peers as if they were her family, and in her role of Client Service Coordinator, you could not ask for anything more. Brandi assists Bridgeworth in meeting the needs of our clients by executing money movement requests, maintaining new and existing client accounts, scheduling client review appointments, and meeting preparation. She is also known to go above and beyond these responsibilities with a positive, can-do attitude.
Thus far, the award recipients have been Embree Deason, Susan Pratt, Brooklyn Hall, Jenny Sneed, CFP®, and Debbie Bryan. Thank you all for continuing to be outstanding examples of what makes Bridgeworth one of the best places to work each and every year.
Please join us in congratulating Jonathan and Brandi!