Our Team
Adam Palas, CFP®, CPA®, CLU®
President
772-419-8997
Since 2000, Adam Palas has been committed to helping individuals of all backgrounds meet their financial goals. After graduating from the University of Alabama with a degree in finance, he moved to Florida and obtained series 7 and 66...
Alexander Palas
Vice President
772-419-8997
After graduating from the George Mason School of Economics, Alex moved to Florida in 2003 where he obtained his Series 7 and 66 Licenses. Alex’s passion for economics, monetary policy, and global trends inspired him to become a...
Jessica King
Tax & Financial Advisor
772-419-8997
As a native Floridian, Jessica attended Florida Atlantic University where she obtained her Business Degree in Accounting. Not only has Jessica prepared tax returns for over a decade, but she also holds Series 7 and 66 Licenses. Jessica...
Kenneth Lundeen
Tax Preparation
772-419-8997
Ken is a Florida native and joined Bridge Financial in 2016. Starting as an intern under Alexander Palas, Ken as now participated in the preparation of over 1,000 tax returns. Ken currently holds his 2-15 insurance license, and is...