Our Team of Reps and Support Staff

Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeffrey R. Jacobson, CRPC^®, CFS

Founder and President

636-692-5710

636-547-3010

jeff@bridgeheadfg.com

Jeff's approach to financial management differs from financial professionals who focus on products or those who have limited areas of experience. Jeff takes a holistic approach to financial well-being. As a team leader, his role is to...

Lisa Leonard

Head of Branch Recruiting and Succession

913-961-2282

lisa@bridgeheadfg.com

Peter Lucier

Partner

214-558-1779

636-547-3010

peter.lucier@osaicwealth.com

In this day and age of too many confusing details and too many opinions, Peter’s approach to financial management is very hands on and very direct. If you ask a direct question, you will get a direct answer very quickly. Customer...

Ron Chapman

Assistant to BFG Reps

636-692-5710

636-547-3010

ron@bridgeheadfg.com

Team

How We Work

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeffrey R. Jacobson, CRPC®, CFS

Lisa Leonard

Peter Lucier

Ron Chapman

Jeffrey R. Jacobson, CRPC^®, CFS