Our Team
Jennifer B. Harper, CFP®, CEPA®
Founder & Financial Planner
While my professional life is focused on financial planning & investing, I don’t believe it’s all about money. I believe that we need to be good stewards of the resources we have and we will be able to achieve more for ourselves and for others if we are thoughtful and well-prepared for the future.
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.
In 2019, I earned the Certified Exit Planning Advisor (CEPA) designation to help business owners with their business-specific planning needs.
Having a solid financial plan is about giving you the peace of mind to enjoy all the things that are important to you. I am dedicated to helping my clients connect their realities of today with their future goals.
I support organizations dedicated to financial education, environmental 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.
Justin McCurdy, CFP®
Financial Planner
Hello, I’m Justin and I am excited to be part of the Bridge Financial Planning team!
While studying at the University of Notre Dame I developed a passion for solving complex challenges. Upon graduating, I started my career in financial planning and quickly became enthusiastic about the detailed analytical skills involved, paired with the personal connections developed while serving clients. I became a CFP® professional to increase my knowledge, enabling me to better serve our clients.
I view each person’s financial life as a unique challenge on which I am privileged to advise on potential solutions. I provide unbiased financial advice that gives clarity and confidence to each client as they progress towards their unique goals. I look forward to meeting with you and partnering with you on your financial plans.
On a personal note, my wife Heather and I live in Northwest Indiana (about an hour from Chicago). Heather and I are blessed to be parents of young triplets – 2 sons and 1 daughter. When not spending time with my family, I enjoy spending time in the kitchen – baking, cooking, and making ice cream. In my local community, I volunteer with Meals on Wheels.
*Schedule an Initial Consultation, Client Review or Client Check-In Call with Justin. He is accepting new clients.
Indra Khalsa
Client Service Associate
Hi, I'm Indra!
My interest in financial planning began while earning my BSBA from the University of Tennessee at Chattanooga. I learned the importance of building a healthy financial foundation early on so my desire to help people do the same motivates me every day.
I have worked as an Operations Manager and Marketing Coordinator for small business owners in the last few years, helping to streamline internal processes, manage financial data, and create seamless client experiences. Everyone deserves a comprehensive and personalized approach to managing their finances. My goal is to help clients find confidence, balance, and peace of mind throughout the process.
Let’s create an environment where you are empowered to reach your financial goals and feel optimistic about the future you’re building. I'm very excited to be a part of this team, supporting clients every step of the way.