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Meet the WiseBridge Team

WiseBridge Wealth Management

WiseBridge Wealth Management’s mission is to help you reach your ideal lifestyle through successful financial planning.  Through economic uncertainty, market fluctuations, and technology shifts, we’ve helped our clients build wealth in all stages of life, plan for retirement, and achieve financial independence. By getting to know our clients’ goals, dreams, and aspirations, we can help them reach their ideal financial goals and develop partnerships that last a lifetime.

A complete team invested in your success.

Our experienced team of financial advisors is passionate about helping you. At WiseBridge, we share ideas, strategies, and knowledge to maintain accountability and help ensure our clients receive the best possible solutions available. Whether budgeting to buy a new house in the next five years or planning your retirement, our team can help you create a personalized plan for the future you envision. We truly take pride in your success.
Aaron Watkins, Financial Professional in Sidney, OH

Aaron Watkins RFC

Catherine Bulcher, Assistant in Sidney, OH
Cindy Helman, Financial Professional in Sidney, OH

Cindy Helman RFC, CFS

Corey Palakovic, Assistant in Sidney, OH
Lolah Maxey, Assistant in Sidney, OH

Contact the WiseBridge Team

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