OUR PEOPLE
The success of any organization lies in the quality and commitment of its people and Bridgeview Wealth Management is fortunate to be led by some of the best and brightest minds available in the financial and investment industry. Our people are all leaders in their respective areas of expertise and average more than 10 years each of planning and advisory experience.
Rick Loria
President - Managing Member
Phone: 630-323-2144 ext. 129 |
rloria@bridgeviewwealthmanagement.com
Mike Pauritsch
Member - CPA, MBA
Phone: 630-323-2144 ext. 106 |
mpauritsch@bridgeviewwealthmanagement.com
Lynn Ackerman
CFP, CPA, MS
Phone: 630-323-2144 ext. 121 |
lackerman@bridgeviewwealthmanagement.com
Michael Forbrook
Business & Estate Planning Consultant
Phone: 630-323-2144 ext. 132 |
mforbrook@bridgeviewwealthmanagement.com
Tom Rinek
Chicago South Advisor
CSFP, Chartered Senior Financial Planner
Phone: 630-323-2144 ext. 114 |
trinek@bridgeviewwealthmanagement.com
Michael Friedman
Financial Advisor
Phone: 630-323-2144 ext. 119 |
mfriedman@bridgeviewwealthmanagement.com
Patrick Wallace
CEBS
Phone: 630-323-2144 ext. 126 |
pwallace@bridgeviewwealthmanagement.com
John Bollweg
CFP
Phone: 630-323-2144 ext. 123 |
jbollweg@bridgeviewwealthmanagement.com
