Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Susan Hancock, CFP®, AIF ®
Founder
Susan Hancock is a FInancial services executive with over 30 years in the industry. Currently, she is the managing member of Bridger Capital Advisors acting as an Investment Advisor Representative. Bridger Capital Advisors is a full service FInancial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets.
Our firm is locally owned and completely independent, our loyalty belongs exclusively to our clients.
Prior to transitioning to Jackson, Wy., she was a Managing Director at a boutique broker-dealer in New York City, R.W. Pressprich. Susan's responsibilities included buying and selling high-yield debt and equity. Her clients were institutional investors including hedge funds, insurance companies, commercial banks and mutual funds.
Previous positions she held include running capital markets syndications group as a Senior Vice President for a global bank, HSH Nordbank and a Managing Director of Bear Stearns high yield debt group. Susan started her career at a New York City Money Center, Irving Trust & Co., participating in a 10 month financial statement analysis and credit training program.
Designations
Susan is a Certified Financial Planner™(“CFP”) professional. A CFP certificant can assess current financial health by reviewing assets, liabilities, income, insurance investments and estate plans.
Susan has also earned the Accredited Investment Fiduciary® (“AIF”) designation from the Center of Fiduciary Studies.
This includes coursework in continuing education classes to under the standards of care to put the clients best interest first.
Through LPL Financial, Susan holds a FINRA SERIES 7, 63, and 66 registrations and is Insurance Licensed with the State of Wyoming. Her Insurance Licenses indclued Accident, Health, Life, Variable Life and Annuity.
Jane Pearce
Senior Executive Administrator
Jane has worked as an Executive Assistant for a fast growing company in the high technology industry in Silicon Valley. She has also owned and operated her own company.
Her interests include hiking in the mountains with her beloved pets. She also takes pleasure in swimming and yoga.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.