Our Team

Bill Brooke knows that every dream is personal and deserves a tailored plan. He also knows that tracking clients’ goals and their progress toward those goals is crucial for their success. By offering comprehensive advice, he helps clients define their needs and clarify the path to their desired financial future.

In addition to an approachable personality, Bill has vast experience in addressing particular financial needs and circumstances. Having worked in the financial industry for over 19 years, he is able to help clients explore the ramifications of major decisions and approach challenges with efficiency and skill.

Bill previously held an executive management position for a state-wide wealth management group. His professional credentials include the Series 7 General Securities Representative registration. He is also licensed as a Series 66 Investment Advisor Representative  and holds a Life, Health and Variable License with the state of Florida.

Bill knows that planning for retirement is not about reaching a “finish line”, it’s more about understanding that planning for retirement is really about providing yourself with better choices to enjoy the time you’ve earned. He feels it is tremendously fulfilling to help clients in Tampa Bay discover their options and make solid decisions for long-term financial success.

Tampa Bay has been home to Bill and his family since 1999. He relocated to the sunshine state from Philadelphia and attended Bucknell University on a football scholarship. He has been happily married for over 25 years to his wife, Mary, who is a nurse at All Children’s Hospital. Bill is also the proud parent of Shane, Kyle and Erin. If you could use a financial guide, contact Bill today for an initial no-cost, no-obligation meeting to get acquainted with Bridgespan.

Steve takes an individualized approach when working with clients. He helps families build, grow and protect their financial future. He takes the approach that every client is unique and no two situations are the same. He believes in setting an initial plan and adjusting as life's conditions change.

Steve has been in the financial services industry in the Tampa Bay Area for over 20 years. Steve has worked both in the private and public sector. Most recently working primarily with Police, Firefighters and Teachers, helping them setup their retirement plans and continuing with them through retirement. Steve is a graduate of the University of Florida with a Major in Finance. He also received his Certified Financial Planner™ designation from the CFP® Board through the University of South Florida. He is a Series 7 General Securities Representative, as well as a Series 66 Investment Advisor Representative. He also holds a Life, Health and Variable Annuity license with the state of Florida.

Steve and his wife have been residents of the Bay Area for over 20 years. They have two daughters and a Black Lab mix, Chelsea. They enjoy traveling and are active in the community.