Our Leadership Team

Planning for Birchwood's Future

The Birchwood’s Leadership Team is made up of Kay, Dana, Bridget, Damian, Steve and Rachel. Among us, you’ll find a mutual respect for the recommendations from each management member that reflects our firm’s approach as a team-oriented culture. By equally including our management team members throughout our decision making processes, we are preparing the next generation to lead our firm under the managing principles that have made us successful.

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Meet with one of our financial advisors to learn how a financial plan could benefit you.

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