About Bridgit Holly
Initially I chose this career because I thought it combined my gifts with my heart for helping people. It seemed a practical choice. Several decades later, I realized that the reason I stay in this career has more to do with the heart than anything practical. Yes, my education, advanced designations and experience enable me to create solid financial plans for our clients. But it is the joy I experience when my clients realize peace of mind about their finances, that is beyond rewarding. Our motivation is to see the smiles and sighs of relief when we can reveal they can indeed afford to send their kids to college … or that they can retire one day … or create a significant gift for their beloved children and charities they care so much about.
My personal story continues to be written. My husband, Brian and I are about to transition into the empty nest. Our greatest joy is our two daughters, Grace and Elise—who have also been the consumers of all our spare time. In our new chapter, I am looking forward to serving my community and spending more time with friends and family especially over meals I have created. I am also looking forward to having more time to get out into the great outdoors gardening, skiing and hiking.
Education & Accomplishments
- Magna Cum Laude graduate of The George Washington
University Business School
- ChFC - Chartered Financial Consultant
- RICP – Retired Income Certified Professional
- CLU - Chartered Life Underwriter
- Voice of Philanthropy Award InFaith Foundation
- Finra Series 63
- Finra Series 65
Meet My Team
I joined Thrivent in January of 2024 and was drawn in by Thrivent’s values and community impact. My role on Bridgit’s team consists of social media marketing, case preparation, file preparation, and helping manage client relationships. I look forward to helping Bridgit serve her clients in the future while growing our practice through the core values that Thrivent represents. In my free time, I love to golf, exercise, and spend time with family and friends.
Insurance Support Specialist
I have been serving Thrivent members since December of 2017. My role on Bridgit's team is managing customer relationships, this includes scheduling, marketing, applications, office management, file preparation and providing concierge level service. We value our easy accessibility as well as the strength and depth of our client relationships. Outside of work I have 2 daughters and a son who bring me much joy. I currently spend most of my free time watching my son play basketball before he heads off to college next year.
Practice Support Associate