Broker Check

Our Team

Adam Palas, CFP®, CPA®, CLU®

President

772-419-8998

772-419-8997

Adam.Palas@ceterafs.com

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...

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Alexander Palas

Vice President

(772) 419-8998

772-419-8997

Alex.Palas@ceterafs.com

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...

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Jessica King

Tax & Financial Advisor

772-419-8998

772-419-8997

Jessica.King@ceterafs.com

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...

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Kenneth Lundeen

Tax Preparation

772-419-8998

772-419-8997

kenneth.lundeen@ceterafs.com

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...

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Stephanie Naylor

Corporate Specialist

772-419-8998

772-419-8997

Stephanie.Naylor@ceterafs.com

Stephanie Naylor is a locally born and raised on our beautiful Treasure Coast, and is a Payroll Specialist & Bookkeeper with Bridge Financial. Her goals are to provide an exceptional client experience for all of your corporate needs....

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