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Bridging the Gap Between
YOUR Now and Someday

Comprehensive Financial Planning For Wisconsin, Minnesota & Beyond


Pre-Retirees & Retirees Young Professionals Business Owners


We’re Bridge Investment Group

A multigenerational, independent firm of financial professionals devoted to empowering you to make informed financial decisions by providing clarity, transparency & thoughtful engagement.



Ready To See What We Can Do For You?

Learn About Our Services

From Our Financial Planning Family to Yours 

Welcome to Bridge Investment Group


We’re Dedicated To Helping You

Feel Financially Confident

This may be surprising to hear, but we’re not here to make all the decisions for you. While we strive to get to know you on a deeply personal level, the truth is you know you, your family and your finances best. We focus, instead, on empowering you to better understand the impact your decisions make on your financial plan. In doing so, it is our job to help you feel confident in the decisions you’re making by presenting easy-to-understand and manageable solutions or strategies.


Are You Planning With the Right Partner By Your Side? 

Aside from providing independent advice offered by experienced advisors, we pride ourselves on bringing a few more things to the table: 

Trust & Honesty
Top-Notch Client Experience
Fun

We don’t know about you, but talking numbers all day can get a bit dull. That’s why we love getting to know more about who you are off paper - what vacations you have coming up, what you’re excited to do in retirement, when your kid is headed off to college and more.

Education & Transparency
Proactive Collaboration


 

Are You Ready To Feel Financially Confident?

See What We Can Do For You

Learn More About Your Financial Planning Professionals

Bradley Kahley Photo

Bradley Kahley

Partner, Financial Advisor
Read Bio

Bradley Kahley

Partner, Financial Advisor


Phone: 651-209-6298
Fax: 651-209-0010
Email: bradk@bridgeinvestmentgrp.com


Brad Kahley brings over 25 years of experience in delivering customized financial solutions for his clients to his position here as Partner at Bridge Investment Group. His focus is on developing personalized investment strategies that are tailored to accommodate each client's individual needs, goals and life events.

Brad began his career in the financial services industry in 1989 after graduating from the University of Northern Iowa with a BA in Financial Management. He first worked at John Hancock Financial Services and later moved on to New England Securities where he worked for 13 years as a Registered Representative and Investment Director. In January of 2005, in collaboration with Duane Swanson, Brad helped found our firm, Bridge Investment Group.

Duane Swanson, CFP® Photo

Duane Swanson, CFP®

Partner, Financial Advisor
Read Bio

Duane Swanson, CFP®

Partner, Financial Advisor


Phone: 715-386-5588
Fax: 715-386-5599
Email: duane@bridgewhatmatters.com


In early 2005, Duane Swanson, together with Brad Kahley, founded Bridge Investment Group. Since then, our firm has focused on offering sound financial planning for individuals, families and small businesses.

Duane entered the financial services industry after 10 years of managing supermarkets for a local family-owned chain. Before founding our firm, Duane spent a total of 19 years with major national investment and insurance firms and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1990.

Duane has been active in a number of community organizations in Hudson, WI including the Chamber of Commerce, Hudson Community Foundation, Rotary and Hudson Hockey Association, as well as his family's church.

Duane (known as Dewey) and his wife Beth have three grown children and seven granddaughters. His daughter, Jodi Gibson, joined her father as an administrative assistant in 2007 and is now a Financial Advisor with Bridge Investment Group.


Brandon Graber Photo Brandon Graber Hover Photo

Brandon Graber

Financial Advisor
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Brandon Graber

Financial Advisor


Phone: 715-386-5588
Fax: 715-386-5599
Email: brandon@bridgewhatmatters.com


Brandon Graber was born and raised in the small town of Turtle Lake, WI. This is where he has great memories of playing sports and not so great memories of throwing hay bales around for local farmers. Turtle Lake is still a frequent destination due to many friends and family that reside there. After high school, the University of Wisconsin – Eau Claire was where 4 years of his life were spent getting his B.S. in Business Administration. After college life was behind him, he spent 2 years working for Menards’ General Office in Eau Claire before making the move to Hudson to start a career with Andersen Windows. In 2013, after 6 years with Andersen’s in various roles and locations, a mutual acquaintance put him in touch with Duane Swanson (co-owner of Bridge Investment Group, LTD) and the rest is history. The investment and life insurance world have provided plenty of opportunities and challenges to keep Brandon fully engaged. He enjoys working with and helping clients with their different financial situations and obstacles.

Brandon holds Series 7 and Series 66 securities registrations. He also holds Life, Health and Disability insurance licenses as required by the State of Wisconsin.

He resides between Hudson and Roberts, WI with his wife, daughter, son, and two labs. He is a member of the Roberts-Warren volunteer Fire Department. If there is any spare time remaining sports, hunting, and house projects keep him occupied. “GO PACK GO”

Licenses:

Securities: AK, AZ, CA, CO, FL, IA, IN, KS, MI, MN, MO, MT, ND, PA, TX, VA, WA, WI
Insurance: WI, MN

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Jodi Gibson, CRPC® Photo Jodi Gibson, CRPC® Hover Photo

Jodi Gibson, CRPC®

Financial Advisor
Read Bio

Jodi Gibson CRPC®

Financial Advisor


Phone: 715-386-5588
Fax: 715-386-5599
Email: jodi@bridgewhatmatters.com


Jodi Gibson was born and raised in Hudson, WI. She joined her father (co-owner of Bridge Investment Group, LTD), Duane Swanson, over twelve years ago. Prior to joining the team, Jodi spent some time living on St. Croix in the US Virgin Islands while her husband was teaching there. She gained a unique understanding of diverse cultures and its impact on needs and values through her time there. Jodi brings this unique perspective to the planning process. She has a true passion for educating others on the importance of making informed financial decisions. She looks forward to helping current and future clients gain clarity around their finances, and assisting them in creating a plan to help them achieve their goals.

Jodi has earned the Chartered Retirement Planning Counselor (CRPC®) designation and holds Series 7 and Series 66 securities registrations. She also holds Life, Health and Disability insurance licenses as required by the State of Wisconsin.

She resides in New Richmond, WI along with her husband, Travis, their two daughters, and boxer. Her family is currently hosting their second foreign exchange student and are enjoying every minute of it! Jodi spends any of her free time shuttling her girls to their activities, golfing, playing volleyball, dancing, travelling and cheering on the Badgers and Green Bay Packers with friends and family!

Licenses:

Securities – AK, AZ, CA, CO, FL, IA, IN, KS, MI, MN, MO, MT, ND, PA, TX, VA, WA, WI
Insurance – WI, MN

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Jordan Wold Photo Jordan Wold Hover Photo

Jordan Wold

Financial Advisor
Read Bio

Jordan Wold

Financial Advisor


Phone: 715-268-7832
Fax: 715-268-2819
Email: jordan@bridgewhatmatters.com


Jordan Wold was born and raised in Amery, WI. After graduating from high school, Jordan ventured off to the University of Wisconsin La Crosse. He graduated in 2009 with a B.S. in Marketing and a minor in Economics. Jordan then spent a few years working in the northern Iowa and Milwaukee areas before being presented with an opportunity that would bring him back to his roots. In 2014 he joined Phil Kluge of Kluge Financial and began his work as a financial advisor. One year later in 2015, Kluge Financial merged with Bridge Investment Group. Jordan is excited to be part of a growing firm that places a high value on client relationships. He has been working in the financial services world for over five years, and is looking forward to many more! He is extremely grateful to be back in the area where he grew up, and to be working with individuals and families he has known for years.

Jordan holds Series 7 and Series 66 securities registrations. He also holds Life, Health and Disability insurance licenses as required by the State of Wisconsin.

He resides in Amery, WI along with his wife, Amanda, and their daughter. In his free time Jordan enjoys playing sports, cheering on his favorite Wisconsin teams, hunting and spending time with his family and friends.

Licenses:

Securities – AK, AZ, CA, CO, FL, IA, IN, KS, MI, MN, MO, MT, ND, PA, TN, TX, VA, WA, WI
Insurance – WI, MN

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Julie Dahlman Photo

Julie Dahlman

Client Service Manager
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Julie Dahlman

Client Service Manager


Phone: 651-209-6395
Fax: 651-209-0010
Email: juliem@bridgeinvestmentgrp.com


Julie Dahlman graduated in 2002 with a B.S. in Psychology and going on to obtain her Master’s in Counseling in 2004. She joined the Bridge Investment Group team in 2005. As our Client Service Manager, Julie assists in building client relationships while providing high quality personalized service. She assists in the preparation of client reviews and meetings, oversees the back-office operations for all client services, coordinates the office schedule, as well as oversees and manages day-to-day office tasks, compliance reporting and marketing operations. Julie holds Series 6 and Series 63 securities licenses.

In her spare time, Julie enjoys spending time with family and friends, playing softball and bowling. She also fosters dogs and volunteers at various events for animal rescue.

Nicole Munro Photo Nicole Munro Hover Photo

Nicole Munro

Business Manager
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Nicole Munro


Phone: 715-386-5588
Fax: 715-386-5599
Email: nicole@bridgewhatmatters.com


Nicole Munro has called Hudson, WI home for over 13 years. Upon graduating Cum Laude with a B.S. in Finance from Missouri State University, Nicole worked a little over 8 years in the industry at the Edward Jones Investments home office in the Operations Division both as a Customer Service Representative and then later as a Team Leader/Manager.  As the Business Office Manager of Bridge Investment Group, Nicole now has over 12 years of experience in the financial services industry.

After relocating to Hudson, WI in August 2006 for her husband’s nutritional sales career, she enjoyed spending a few of her children’s “early years” at home prior to jumping back into the workforce. Nicole and her husband, J.J. have three children and lead a very active life in the Hudson community.

Prior to being hired at Bridge Investment Group in June 2015, Nicole gained additional Administrative experience working for a Physical Therapy office until this opportunity presented itself.  Getting back into the financial industry in a role that best utilizes her talents has been both fun and rewarding. Being part of the Bridge Investment team who is passionate about financial education, client collaboration and always keeping the best interest of our now and future client’s top priority is a blessing!

Jennifer Rentz Photo Jennifer Rentz Hover Photo

Jennifer Rentz

Administrative Assistant
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Jennifer Rentz

Administrative Assistant



Jennifer Rentz joined Bridge Investment Group in July 2019. She is new to the financial services world, but is picking up quickly on the many complexities the industry brings. Jennifer is extremely passionate about creating a truly top-notch experience for each of our clients.

She resides in Hudson, WI with her husband and her son. When out of the office, Jennifer enjoys the outdoors, cooking/baking, traveling, and spending time with her family and two dogs.

You Deserve To Enjoy Your Wealth

Today, Tomorrow & Through Retirement


Nearing Retirement, Which Should Be Working Harder:

You or Your Wealth?


As you start thinking about how you want to spend your retirement - out on the back nine, up on the cruise deck or at home in your garden - we’ll focus on getting your financial picture aligned with your retirement needs.

Whether retirement is 5, 10 or 15+ years down the line, we’ll tailor your financial plan and investment portfolio to accommodate for your future financial freedom.


Together We Can Help You


Understand Your Income Needs Hudson, WI Bridge Investment Group

Understand Your Income Needs


Secure & Strategize for Future Income Hudson, WI Bridge Investment Group

Secure & Strategize For Future Income


Distribute Your Wealth Hudson, WI Bridge Investment Group

Distribute Your Wealth in a Tax-Efficient Manner


Transition Into Retirement Hudson, WI Bridge Investment Group

Prepare For & Enjoy the Transition Into Retirement


Is Retirement Right Around the Corner?

Here’s What We Can Do For You


If You’re Just Getting Started on Your Financial Journey

We’ll Make Sure You’re Off to a Good Start


As a hardworking go-getter, you have lots to look forward to between now and retirement - buying your first home, growing your family, climbing the corporate ladder and building on your assets. While we know you may not have much now, we understand the importance of setting the foundation for positive financial habits and educated choices. 




We’re Here To Help You By Offering


Ongoing one on one education Hudson, WI Bridge Investment Group

Ongoing, one-on-one education


Hourly planning Hudson, WI Bridge Investment Group

A la carte consultation & hourly planning


Life Insurance Options Hudson, WI Bridge Investment Group

Life insurance options



Excited To Get Started?

See Our Services


As a Business Owner Time Is Not on Your Side

(But We Are)


It was no easy feat getting your business up and running. But now that it is, you don’t plan on slowing down any time soon. And with your personal finances tied up with your business’s books, it can be hard to tell if you’re right on track as you start to think about retirement. We know you put in 8, 10, 12+ hour days doing what you love, that’s why we’re here to take care of the rest. 



As Your Personal CFO, We Can Help With


Company 401k plan selection Hudson, WI Bridge Investment Group

Company 401(k) Plan Selection


Your Personal Finances Hudson, WI Bridge Investment Group

Your Personal Finances


Succession Planning Hudson, WI Bridge Investment Group

Succession Planning


C-Suite Benefits Hudson, WI Bridge Investment Group

C-Suite Benefits



How Can We Help Carry the Load?

Let Us Know

Planning For Your Future

Shouldn’t Take Away From Today

Our Services Include

Retirement Planning Hudson, WI Bridge Investment GroupRetirement Planning
As you near or enter retirement, we’ll help you:
  • Understand your options when it comes to rolling over or distributing your employer-sponsored retirement plans and IRAs
  • Determine how much you need to retire comfortably
  • Manage your assets into and through retirement

Estate Planning Hudson, WI Bridge Investment GroupEstate Planning
Leaving a legacy is one of the greatest joys thoughtful financial planning can bring to you and your spouse. As you develop your estate plan, we’ll help you:
  • Create strategies to preserve your estate for your intended heirs
  • Work to reduce exposure to estate taxes and probate costs
  • Coordinate with your trusted tax and legal advisors

Insurance Planning Hudson, WI Bridge Investment GroupInsurance Planning
You just never know when your “what ifs” turn into “now whats,” meaning now’s the right time to discuss your risk coverage options that can help protect you and your family. We’ll help you:
  • Review your existing insurance policies
  • Consider recommended policy changes when appropriate
  • Find the best policy for your specific situation

Education Planning Hudson, WI Bridge Investment GroupEducation Funding

Investment Planning Hudson, WI Bridge Investment GroupInvestment Planning

Employee & Executive Benefits Hudson, WI Bridge Investment GroupEmployee and Executive Benefits
Your corporate executives work hard to keep your business moving forward in a positive direction. We’ll help you attract and retain qualified employees through enticing benefit packages.
  • 401(k) plans
  • Insurance
  • Stock compensation options
  • Executive bonuses



Question: 

How Do You Know If Your Portfolio Is Right For You?

The Answer: By making sure it aligns with your unique risk tolerance. Using today’s top technology, it only takes a few minutes to find out just how much volatility your portfolio can stand and how much risk you really should be taking.


Learn Your Risk Number


Our Financial Planning Process

No Gimmicks. No Sales Pitches.

Just your financial concerns and our experienced advisors coming together to create something special - a tailored financial plan built on your needs for today and goals for tomorrow. 


Here’s What You Can Expect From Us


Step 1: Listen Hudson, WI Bridge Investment Group

Listen

To understand your goals, objectives, concerns, and priorities.   

Step 2: Research & Identify Hudson, WI Bridge Investment Group

Research & Identify

Key information and documentation regarding your current financial situation.   

Step 3: Propose Hudson, WI Bridge Investment Group

Propose

Alternative strategies for your consideration based on your unique obstacles and opportunities.   

Step 4: Implement Hudson, WI Bridge Investment Group

Implement

Your new plan including the next actionable steps, insurance policies and investment products.     

Step 5: Review Hudson, WI Bridge Investment Group

Review

Your tailored plan and monitor its progress regularly, while making adjustments and changes as needed. 



Ready To Get Started With Your Complimentary Call?

Schedule Today


Are You Interested In Taking Your Investments Into Your Own Hands?

Through Voya Financial Advisors, our firm offers those who prefer to take a do-it-yourself approach to their investments access to the  Voya Digital Adviser, an online digital investment  advice tool.

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Bringing Independent Financial Advice

To Wisconsin, Minnesota & Anyone Who May Need It

Whether you’re eager to get started or still have a few questions for us, feel free to give us a call or fill out the form below to get in touch with our team.




For Current Clients

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