Patrick Gallagher, a native of New Port Richey, Florida, is a Financial Advisor and the President of Wealth Bridge Financial Group. He graduated with an MBA from Florida Gulf Coast University in 2008 and holds licenses including the Series 7 and 66, as well as the 2-15 insurance license. He also holds the designation of  Certified Plan Fiduciary Advisor (CFPA) which is key to navigating the intricate world of retirement plans. Patrick's expertise in finance is matched by his commitment to guiding clients towards financial success.

Outside of his professional life, Patrick finds solace and enjoyment in various activities. He is happily married to Rachel, a Real Estate Broker, and they share the joys of parenthood with their son, Jaxson. Their household is completed by two dogs Cooper and Lexi.

During his leisure time, Patrick embraces his love for boating and fishing, finding tranquility on the water. He also values the company of friends, often gathering at the sandbar for relaxation and camaraderie. In addition, Patrick has a passion for travel, seeking new adventures and experiences that broaden his horizons.

Patrick Gallagher's dedication to his career, family, and personal interests showcases a well-rounded individual committed to both professional success and a fulfilling personal life.

Lindsey was born and raised in Florida and graduated from the University of South Florida with a bachelors in Economics. She began her career in the financial services industry in 2013 and brings a wealth of knowledge and experience from both the wholesale and retail side of the industry. She holds her Series 7, 63 and 66 licenses with LPL FInancial as well as the 2-15 insurance license. Lindsey lives in Trinity and when she is not working, enjoys traveling and spending time with her son Ace.

_{Waddell & Reed is not affiliated with any other entities referenced.  08/20}

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John Coakley has over 20 years of experience in the financial services industry. He has held many management positions including District Manager, Division Manager, Managing Principal and most recently transitioned from a position as a Complex Manager for the New England Complex for Waddell & Reed. He is currently enjoying his role as a Financial Advisor working with his many clients he has serviced for many years. He is married to his wife of 39 years, Mimi and has two children, Kim and Kevin and one grandchild, Clara.

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George joined our group in 2016, bringing 24 years of experience in the financial services industry and tax background. While he has helped many clients with wealth accumulation and wealth management, he feels his greatest accomplishment is helping those clients leave a legacy. George has helped many clients looking to give back through their church, a school they attended or charity that is near and dear to them. After earning his Bachelors in Accounting from Jacksonville State University, he moved to Louisiana to work for a boutique public accounting firm. George holds Series 7, Series 24, Series 63, Series 66 with LPL Financial and Florida Health, Life and Variable Annuity licenses.

George and his wife have two grown children that live in the area, also. When he is not working, George and Ivette are usually engaged in some outdoor activity, preferably cycling.

_{Waddell & Reed is not affiliated with any other entities referenced.  Waddell & Reed does not offer tax or legal advice.  07/19}

Jack Halvorsen joined Wealth Bridge Financial Group in October 2023, bringing a passion for helping individuals and families build secure financial futures. He is committed to developing personalized strategies that align with each client's unique goals, whether they are planning for retirement, saving for education, or managing their investments. 

Jack is a proud graduate of Florida State University, where he earned his degree in Finance. His background combines a strong academic foundation with a lifelong appreciation for discipline and teamwork, values he cultivated during his years playing baseball. Though he eventually stepped away from the sport to focus on his education, those formative experiences continue to shape his approach to financial advising.

Outside the office, Jack enjoys spending time on the golf course or out on the water fishing. He values the opportunity to connect with others, and takes pride in building lasting relationships with the clients he serves.

Diane Anfuso has been in the banking/finance industry since 1985. While in the banking industry she decided to expand her knowledge in the finance industry and began working as an assistant for a financial advisor. Diane has over 25 years experience in office management and customer service. In 2015 she obtained her Series 7 license. She currently resides in Spring Hill with her boyfriend Danny of 26 years. In her spare time she enjoys reading, sewing and crafts, relaxing by her pool and spending time with her family.

_{Diane acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisors she supports.  In addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  07/19}

Jordan has been working in the financial services industry since 2016. She worked full-time in the industry while attending Pasco Hernando State College where she received a Bachelor in Science in Business. In her early career, Jordan handled the tax practice and financial associate tasks, paving her way to Wealth Bridge Financial Group. In her free time, she enjoys reading and being outdoors, but nothing makes her happier than going on adventures with her golden doodle Benni.