I’ve been with Bridge Financial Strategies since 2000, and I’m proud to serve as Operations Manager.

I wear multiple hats, behind the scenes, to help our clients achieve their dreams. As my title implies, I’m responsible for the overall operations of the business. I manage our portfolio accounting system—our central repository for client/account data—which produces the performance reporting we share with our clients. I work closely with our Chief Compliance Officer to make sure that everything we do adheres to the strictest regulatory requirements. I design marketing and client-communication pieces. An avid lifelong learner, I’ve engaged in professional development programs (notably Darren Hardy and Strategic Coach) to improve my leadership skills and the processes we employ here at BFS.

Remember the Chief Compliance Officer I’d just mentioned? Well, that happens to be Julie Kern, and I also happen to be her daughter! I’m delighted to help her make a difference in the lives of our clients… and the world.

Although I was born in Denver and grew up in the Phoenix area (where our headquarters is), I now work remotely in Kansas. In my free time, I love exploring, whether it’s the great outdoors, new music, or a cool makeup technique. And you can always find me doting on my little dog, Toto. Oops, wrong Kansan, LOL! Of course I’d meant my adorable kitties: Sandy and Grace.