Our Team

Adam Palas, CFP®, CPA®, CLU®

President & Senior Financial Advisor

772-419-8997

Since 2000, Adam has dedicated his career to helping individuals and families make informed, confident financial decisions. After earning his Finance degree from the University of Alabama, he relocated to Florida, where he obtained his...

Alexander Palas

Vice President & Senior Financial Advisor

(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 securities registrations. Alex’s passion for economics, monetary policy, and global trends inspired him to...

Jessica King

Tax Preparation & Financial Advisor

772-419-8998

772-419-8997

Jessica.King@ceterafs.com

Jessica is a native Floridian and graduate of Florida Atlantic University, where she earned her Business Degree in Accounting. She has worked in the tax and financial field since 2007, bringing nearly two decades of experience to the...

Kenneth Lundeen

Tax Preparation & Insurance

772-419-8998

772-419-8997

kenneth.lundeen@ceterafs.com

Ken is a Florida native who joined Bridge Financial in 2016. Beginning his career as an intern under Alexander Palas, he has now participated in the preparation of more than 1,500 tax returns. Ken currently holds his 2-14 insurance...

Tatum Helwig

Tax Preparation & Insurance

772-419-8998

772-419-8997

Tatum.Helwig@ceterafs.com

Tatum has been with Bridge Financial since 2019, specializing in the preparation of individual tax returns. She works closely with her clients to ensure accuracy, compliance, and strategic tax planning, with a strong focus on helping...

Autumn Beaty

Bookkeeper

772-419-8998

772-419-8997

Autumn joined Bridge Financial with an AS in Accounting Technology and a rich background as a former salon owner and hairstylist. After being a client of Alex’s from the time she was eighteen, she developed a deep interest in small...

Cori Dopson

Bookkeeper

772-419-8998

772-419-8997

Cori was born and raised in South Florida and earned her bachelor’s degree in Business Management from the University of South Florida in 2012. She began her career in the finance industry in 2013 and joined Bridge Financial in 2023 as...

Megan Pike

Front Desk Manager

772-419-8998

772-419-8997

megan.pike@ceterafs.com

Megan has called Florida home for over a decade, bringing the grounded values of her Midwestern roots in Michigan. She graduated from Grand Rapids Community College with an Associate’s Degree in Business Management and holds...

Devon Campbell

Administrative Assistant

772-419-8998

772-419-8997

Devon grew up in the Boston area, where he completed his AA degree before making the move to Jensen Beach, Florida in 2018. He spent several years in the insurance world before finding his home at Bridge Financial in 2022. As the...

Sydney Valent

Administrative Assistant

772-419-8998

772-419-8997

sydney.valent@ceterafs.com

Sydney brings dedication, warmth, and a strong educational foundation to the Bridge Financial team. Originally from northern New Jersey, she moved to Florida to attend Flagler College in historic St. Augustine, where she earned her...