Meet our Team

David M. Bridges, CFP®
Investment Consultant

David began advising clients with their finances nearly a decade ago, following careers in engineering and manufacturing.

In 2012, David received his CFP® designation from the Certified Financial Planner Board of Standards, Inc.  He holds the Series 7, 66 registrations through LPL and is registered in several states.  David is licensed, also, to help with and sell life and disability insurance.

David is married and lives in Guntersville.  He enjoys all sports, especially, tennis and golf.   He has served on several boards, in particular, as the local school’s athletic booster president, as his local church’s financial committee chairman, and as a member of the city’s planning board since 1995.

Seeing the need for quality financial help, David strives to help families and businesses reach their financial goals through independent, objective advice.


Phone (256) 571-5009

Fax (256) 486-3080


George D. Gillen, MBA
Investment Consultant

 “I have a passion for improving lives and preserving hard earned assets.  This is why the profession is so gratifying.”

Georgeholds his Series 7 General securities and Series 66 Licenses through LPL in addition he is an Investment Advisor Representative with LPL. He also is licensed in Life, health, and variable life insurance through the state of Alabama.

He earned the MBA in the class of '91 at the University of Alabama, finishing 4th in his class.

“I have served on various local boards including a term as City Councilman.  I have taught classes at the local community college, coached numerous youth sports teams, and served as President of the local Rotary International chapter.  Teaching and sharing are important to me.”

Mr. Gillen also holds degrees in engineering and chemistry.  His education and business background is extensive with experience in operations, engineering and marketing.

“There is an account minimum threshold. The minimum is a sum that is important to your future, no more, no less.  If it is important to YOU, it is important to me.”

Phone: (256) 302-2314

Fax: (256) 486-3080


Joseph Shortt
Investment Consultant

Located in our Madison, Alabama office, Joseph is an Investment Advisor Representative with LPL Financial. Joseph began his career in Financial Planning and Asset Management with Morgan Stanley in 1994.

Joseph and his team guide and assist families in pursuing their own personal financial goals. Joseph helps formulate and deliver comprehensive strategy in support of each family's personal financial philosophy.

Joseph currently holds the Series 7, 24, 31, & 63 registrations through LPL Financial. Joseph also hold Life, Health, and Variable Life Insurance licenses.

Phone (256) 325-1001

Fax (256) 325-1200


Wendy Player

Executive Assistant

Wendy is located at our Madison, Al office. She has been with LPL since 2017. Wendy is a native of South Carolina and was relocated to Alabama with her husband’s job in 2012. Wendy’s many years of administrative duties makes her an excellent addition to our client relation department. Wendy has received multiple certificates in LPL’s administrative program.

Wendy lives in Madison with her husband and two children. She enjoys long walks around Rainbow Mountain and traveling.


Phone (256) 660-6975

Fax (256) 325-1200