Bridget M. Trainor
CFP®Senior Financial Planning Analyst
As a Senior Financial Planning Analyst, Bridget works closely with the client service team to develop plans for clients. She acts as a technical resource for all departments in the firm.
Prior to joining Altair, Bridget worked as an advisor at JMG Financial Group. She worked with advisors and clients to create and implement financial plans, as well as focused on retirement planning, tax planning, and investment planning. Bridget graduated from John Carroll University with a bachelor’s of science in business administration, and is a CERTIFIED FINANCIAL PLANNER™ certificant.
