Meet The Team
The team behind Bridger Financial Services LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
As fiduciary advisors, we are required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of our clients. To read more about the unique differences of fiduciary advisors, click here to read an article in U.S. News.
Duane JohnsonFounder of Duane Johnson Group, LLC & Co-Founder of Bridger Financial Services, LLC
Duane began his career in the financial services industry in 1994 and founded Duane Johnson Group in 2000 to further help prepare retirees for the financial challenges that await them in the future. His workshops, which thousands of consumers attend each year in Southern California, offer insight on how to conserve your assets, increase your retirement income and potentially reduce your taxes. He is licensed in life and health insurance in the state of California.
Duane lives in Menifee and enjoys camping, golf and scuba diving.
Aaron Johnson, CRPC®Co-Founder, Financial Advisor
Aaron began his career in the financial services industry in 2003 with the desire to make a difference in people’s lives. His tenure with a Wall Street firm and local community banks has allowed him to work with a wide range of clients who have presented various retirement challenges. Aaron joined the Duane Johnson Group and co-founded Bridger Financial Services in 2018 because it afforded him the opportunity to work alongside his cousin while continuing to utilize his investment and planning expertise to make a personal impact with clients – to prepare them for a comfortable retirement. Aaron has insurance licenses in California and Virginia, has passed the Series 7, 66, 24 and 31 exams, and earned his Chartered Retirement Planning Counselor (CRPC) designation in 2010. He was awarded the Five Star Wealth Manager award in 2012, 2013 and 2014.
Aaron lives in Menifee and enjoys volunteering with his church, golfing, doing CrossFit, and spending time with his wife and four children at the beach and Disney Parks.
Valarie Lukacsffi Registered Enrolled Agent with the IRS and the California Tax Education Council
Laura Johnson Marketing Director and Servicing Associate
Karen Blackmer Operations and Servicing Associate
George Chant III Attorney at Law
Renee Prentiss Operations and Servicing Director
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.