About Us

ABOUT US

Our Mission

The Bridgepoint Financial mission is to help our clients build, manage, preserve & eventually transfer wealth through comprehensive financial advice, planning and portfolio management services.  We do this by understanding the client’s needs and goals and offer sound, realistic investment solutions while providing a high level of personal service. If you’re interested in learning more about our services feel free to contact us today!

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happy-clients-collage

500+

Satisfied Clients

40+

Years of Experience Combined

$300M+

Successfully Managed

100%

Confidential

EXPERT FINANCIAL GUIDANCE FOR EVERY STAGE OF LIFE

Meet Our Expert Financial Team

Registered Principal, Certified Financial Planner™

Jeffrey A. Rittner, CFP®

Jeff grew up in Lakewood and graduated from Colorado State
University. He is married to his wife, Allison, and together they have three adult children and two dogs. They actively support Colorado State University, RamStrength™, Realities for Children, and are members of Timberline Church in Fort Collins.

As a Certified Financial Planner™ Jeff offers extensive experience and expertise to provide high-quality professional financial guidance. He is dedicated to helping clients achieve their goals with practical and realistic advice.

Founder,  Financial Advisor

Timothy P. Doud

Tim, originally from Massachusetts, graduated from Colorado State University and began his practice in 2009. He enjoys spending time with his wife Samantha, their two kids, Layla and Walker, and their two Golden-Doodles. Tim is a proud Ram-Fan, loves to woodwork, and spends weekends in the mountains.

With many years of experience and expertise, Tim is a seasoned financial advisor who works with clients of all ages and backgrounds, taking an individualized approach to each client’s situation and goals.

Director of Client Operations

Ariel Clarke

Ariel, a Colorado native from Estes Park, moved to Fort Collins in 2009 to attend Colorado State University. She lives with her husband David, their daughter Amelia, and two dogs, a German Shepherd and a Siberian Husky. Ariel enjoys reading and horseback riding in her spare time.

At Bridgepoint, Ariel manages day-to-day client servicing and operations, ensuring high-quality customer relationships and enhancing efficiency. As a public notary, she also offers the added benefit of legal document authentication to our clients.

Associate Advisor

Ulysses Lalor

Ulysses, originally from Northern Virginia, moved from Boston to join our team after starting his career at New York Life. Ulysses is passionate about hockey and he played for his alma matter, Salve Regina University in Newport, RI. He is deeply involved in the community, participating in the Fort Collins Chamber of Commerce and volunteering with CASA.

As an associate advisor, Ulysses manages client data, assists with financial planning, conducts research, and provides basic financial advice. His goal is to serve our current and future clients effectively.

about-us-milo
Meeting Information Logistics Officer

MILO

MILO joined the Bridgepoint team to help streamline day-to-day operations and keep things running smoothly behind the scenes. Short for Meeting Information Logistics Officer, MILO specializes in recording meetings, organizing action items, and generating helpful summaries—making sure nothing important is ever missed.

Built with financial services in mind, MILO works quietly and efficiently to support the team and enhance client communication. He’s fast, secure, and always learning new ways to improve productivity and provide a better experience for everyone we serve.

Giving Back to Our Community

At Bridgepoint Financial, we believe in making a difference beyond our business. We are proud to support organizations that uplift and empower individuals in our community. Through our partnerships with Realities for Children and RamStrength™, we aim to create positive change and provide meaningful support where it is needed most.

Realities for Children

Realities for Children works tirelessly to improve the lives of children who have been abused, neglected, or are at risk. By collaborating with local agencies, this charity provides emergency services, ongoing support, and hope to children in need. We are honored to contribute to their impactful programs. Together, we can ensure every child experiences safety and care.

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RamStrength™

RamStrength™ is dedicated to supporting local cancer survivors and their families, providing financial assistance and emotional care during challenging times. As a financial institution committed to creating security for our clients, our involvement with RamStrength™ allows us to extend this commitment to those facing significant health challenges.

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Bridgepoint Financial is grateful to stand alongside these impactful organizations, and we encourage our clients to join us in supporting their vital work. Every donation matters and helps build a stronger community for all.

Dedicated Professionals for Your Financial Success

A Simple & Effective Strategy

At Bridgepoint Financial we offer s simple yet effective investment strategy. Where there are many details to executing your investment plan to meet your financial goals, and we manage all those aspects of managing your portfolio, we sum up your investment strategy into three basics concepts:

Know what you own and why you own it
Invest in quality products
Diversify
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DETAILS & DELIVERABLES

HOW IT WORKS

1. INITIAL CONSULTATION

The first step is a meeting to discuss your financial goals and current situation. This helps us understand your needs and tailor our recommendations accordingly.

2. DATA GATHERING

We will collect detailed financial information, including your income, expenses, assets, and liabilities. This data enables us to craft a personalized financial strategy designed to achieve your goals.

3. STRATEGY DEVELOPMENT

Using the gathered data, we create a comprehensive financial and investment plan tailored to your goals. This plan will manage all aspects of your portfolio, ensuring thorough and effective wealth management.

4. STRATEGY IMPLEMENTATION

Through open conversations, we provide clear advice and recommendations, presenting a step-by-step plan to help you achieve your financial goals effectively. We are with you every step of the way.

5. MONITORING & ENGAGEMENT

We will maintain ongoing communication and monitor your portfolio, ensuring you understand your investments and prioritize your long-term goals. We will discuss adjustments as necessary to keep your financial and investment plan aligned with your objectives.

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