About – Bridgepoint Financial

About Us

Every successful individual knows that his or her achievement depends on a community of persons working together.

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!

Our Process

We ask a lot of questions to make sure we understand how you got where you are and to understand where you want to be. We never ask invalid or non-vital questions, but if you feel uncomfortable, let me know. We respect your privacy and promise we won’t be offended.
You can count on us to be confidential. Anything we share with you, you can tell anyone you like, however, anything you share with us will never leave the confidence of our team.
This is your money and we always remember that. We will make suggestions and give advice, but we will always do what you tell us.
If there are ever any costs or expenses included in anything we recommend, you will always know that up front. No Surprises.
We promise, other than your immediate family, nobody will care more about you or your financial future than we will.

Our Team

Jeffrey A. Rittner, CFP®

Owner/Certified Financial Planner™

Bridgepoint headshots2022_0001_20221011-8I4A7358-Edit-2

Jeff grew up in the state of Colorado and attended Bear Creek High School in Lakewood, CO. He graduated from Colorado State University in Fort Collins, CO. Jeff has been married to his wife Allison since 1992 and they have three adult children.

Jeff and Allison are supporters of Colorado State University, RamStrength™, Athletes in Action and Folds of Honor Jeff and Allison are members of Timberline Church in Fort Collins.

Previously Jeff has been involved with several successful businesses and ventures. Because of that, he brings a different perspective on planning and prosperity.

He is passionate about personal finance and helping his clients achieve their goals with practical and realistic advice.

Timothy P. Doud

Owner

Bridgepoint headshots2022_0003_20221011-8I4A7285

After receiving his B.S. in Finance with a concentration in Investment Analysis & Financial Planning from Colorado State University, Tim started his practice with Waddell & Reed in 2009. In 2017, Tim formed Doud Wealth Management Group with the goal of better serving his clients in achieving their financial goals & dreams. Tim works with clients of all ages & backgrounds, taking an individualized approach to each clients situation & goals.

When not busy working with his clients, Tim enjoys spending time with his wife Samantha, two wonderful kids, Layla & Walker, and 6yr old Golden-Doodle, Dexter. Tim is a proud C.S.U. alum & Ram-Fan. On weekends, you can find him in his wood shop building furniture or in the mountains skiing & hiking.

Ulysses Lalor

Associate

Straight from the city of Boston, Ulysses joins us after starting his financial services career at New York Life. Originally from Northern Virginia, Ulysses played college hockey at Salve Regina University in Newport, RI before making his way to Boston, and eventually, Fort Collins. Ulysses joins us as an associate with the sole goal of better serving our clients, current and future, while learning the ways of the West here in Colorado.

Ariel Clarke

Client Relations Specialist

Bridgepoint headshots2022_0002_20221011-8I4A7315 (1)

Ariel is a Colorado native, growing up in the mountain town of Estes Park, and she is a Colorado State University alum.

She has an extensive background in Law Enforcement and Records Management, which brings attention to detail, organizational skills, and assurance of the security of client’s information at Bridgepoint Financial.

On the weekends, Ariel enjoys spending time outdoors with her husband, daughter, and three large dogs.

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: