Our Team
Justin McCurdy, CFP®
Financial Planner
My wife Heather and I live in Valparaiso, Indiana with our toddler triplets. When not spending time with my family, you’ll often find me in the kitchen baking, cooking, or making ice cream. As a Notre Dame alum, in the fall you can find me proudly cheering on the football team. I deliver a route for Meals on Wheels weekly, and we are actively involved in our local church.
Each client’s financial journey is a path with its own unique twists and turns. We work closely with clients to understand where they are today and where they want their path to lead. We get to co-create the next steps based on clients’ distinct goals and values. This collaboration gives our clients clarity and confidence as they move forward. It is rewarding to see clients retire with confidence, save for future flexibility, and adapt to detours or roadblocks with a clear purpose. We are there every step of the way, helping them progress towards their destination.
My journey into financial planning began in college, where I discovered a passion and skill for solving complex challenges. After graduating and starting my career in 2018, I quickly developed an enthusiasm for both the analytical side of the work and the personal connections developed with clients. Wanting to better support clients and deepen my knowledge, I dedicated myself to becoming a CFP® professional in 2021. I joined Bridge Financial Planning in 2022 and am proud of our team’s commitment to putting financial planning first.
*Schedule an Initial Consultation, Client Review or Client Check-In Call with Justin. He is accepting new clients.
Jennifer Harper, CFP®
Founder & Financial Planner
I’ve always loved the work we do! Personal finance is deeply personal. We each bring our own hopes, dreams, and fears about money to the table when we start the work of true financial planning. We often see only the best and worst of money depicted, but don’t often see the day-to-day brick laying that eventually builds a solid foundation. But it’s not all about the money, is it?
At its core, personal finance is about aligning our resources with our values, and each of us has a unique combination. Working with clients who are ready to take action and explore what that alignment looks like for them is an honor.
I began working in the financial services industry in 2000, earned an MBA from the University of Tennessee at Chattanooga in 2001, and became a CFP® professional in 2006.
My husband and I started spending a lot of our time in the Lisbon area in 2023. We have enjoyed the opportunity and are grateful to live the lives we dreamed of while working on our own financial plan. I am in my hometown of Chattanooga, Tennessee regularly to visit with clients, friends, family, and to spend time on some of our favorite trails!
I support organizations dedicated to financial education, environmental conservation & sustainability, and positively impacting the lives of women.
*Jennifer is scheduling Client Review Meetings & Check-in Calls with existing clients and client referrals at this time.
Indra Khalsa
Client Service Associate
My goal is to create an environment where every client feels empowered to navigate their finances with clarity and confidence. I graduated from the University of TN at Chattanooga with my BSBA, and I will be pursuing my MBA later this year. Since joining the team in 2022, I’ve had the pleasure of connecting with an incredible group of clients.
In my role, I ensure our process is seamless so you can focus on what matters most to you. From onboarding our new clients and scheduling review meetings, to answering questions and organizing the details behind the scenes, I'm here to support you every step of the way. I understand that financial planning can sometimes feel overwhelming, but I believe that building strong relationships and collaborating with clients makes all the difference.
At its core, financial planning isn't just about numbers or reports - it's about creating a path to help you live the life you dream. Building meaningful connections with clients allows us to create plans that reflect your goals and values. The most fulfilling aspect of our work is seeing those plans come to life and seeing the positive impact they have.
Outside of work, you can find me at a local coffee shop or brewery, spending time with family and friends, taking care of my growing plant collection, or staying home with the kids (my two cats).