Matthew Dupon, CFP®, AIF®
CEO, Wealth Manager
Matt is the CEO and a founding partner of The Bridgeway Group. He has been involved in the financial services industry since 1997. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Exit Planning Advisor (CEPA), and Accredited Investment Fiduciary (AIF).
Matt is actively involved in managing client relationships as well as developing and setting the vision for the firm. He enjoys helping clients to make the most of their wealth by working with them to build customized plans that create a sense of comfort and confidence in their financial future.
He is an active community member and has served in leadership roles on boards for many not-for-profit organizations such as The Salvation Army Metropolitan Board, The Gooden Center, Winners Foundation, and Methodist Hospital Foundation.
Matt enjoys playing golf, woodworking, and spending time with his wife, Theresa; their two sons Henry (5) and Jack (1); and their dog Sweet Pea (12).
Sean A. Montgomery, CFP®
CFO, Wealth Manager
Sean is the CFO and a founding partner of The Bridgeway Group. Born and raised in Arcadia, California, he graduated with a degree in finance from Arizona State University. He worked for the Bank of Hawaii right out of college in its U.S. Corporate Credit Department in Phoenix, Arizona. He then moved to Chicago to do the same for Wells Fargo while dating his soon-to-be wife, Kelly, whom he met at ASU. Sean didn’t last long in the Midwest, as he quickly realized how much he enjoys sunshine and flip-flops. He convinced Kelly to toss the snow gear, and they headed back to the warmth of the Los Angeles area, where he began his career helping people to plan for a successful retirement.
Sean has been working with his clients for more than 22 years. Next to his name, you will see the letters CFP®, which stands for CERTIFIED FINANCIAL PLANNER™. This means he has a passion for working with people who want to focus on getting their financial house in order, create a plan to meet their vision for retirement, and have someone work with them to see that plan through to the end. People’s lives are as dynamic as the world we live in—this is why Sean believes a working plan that takes into consideration all aspects of our financial lives is so important for financial success as well as peace of mind. This is at the heart of what he and the team at The Bridgeway Group do.
Outside of work, Sean and Kelly are raising three teenagers. Mckenzie (18) is attending college at the University of Arizona (rival to Arizona State), Parker (16) is in high school, and Maddie (13) is in junior high. They still find themselves throughout the week at water polo matches and soccer games but not quite at the hectic pace when the kids were younger. Kelly works in the local school district as a 5th-grade grade teacher, a job that requires long hours and dedication to the needs of her students. When they get the opportunity to escape life’s routines, they enjoy weekend getaways, skiing, and annual trips to Kauai.
Sean tries to stay active and keep up with Kelly, who frequently runs long-distance races. He enjoys time with his family, and friends, and tries to stay in some form of shape by regularly golfing and going to the gym. He doesn’t particularly like the gym but has found as he gets older, he doesn’t have a choice, especially due to his fondness for craft beer. Sean and Kelly graduated from ASU and are a Sundevil family (except for Mckenzie). Despite the fact the Sundevils continue to break his heart, he is still an avid ASU football fan.
Theresa M. Mahoney
CMO, Associate Wealth Manager
Theresa is our CMO and wealth manager. Throughout the past 12 years, Theresa has learned about all areas of the business and industry while obtaining her FINRA Series 6, 7, 63, and 66 securities registrations. She is passionate about helping people and cultivates deep relationships with clients to gain a thorough understanding of their needs and goals. As their trusted partner, Theresa works with her clients in order to devise strategies to help them achieve their most important financial goals.
Theresa and Matt reside in Sierra Madre with their two sons Henry (5) and Jack (1), as well as their dog Sweet Pea (12). Theresa is an avid football fan of the USC Trojans and Philadelphia Eagles, and she runs a family fantasy football league every year. Away from work, she enjoys traveling, staying fit, scuba diving, spoiling her 21 nieces and nephews, and spending time with family and friends.
Scott E. Miller, CFP®
Scott is currently a wealth manager and has been at The Bridgeway Group for more than six years and brings more than five years of industry experience to back that. Previously, he was an associate vice president for a registered investment advisory firm in Los Angeles. Scott actively works with clients by taking a holistic approach to creating a plan tailored to their financial life. Scott is fully licensed with the CERTIFIED FINANCIAL PLANNER™ accreditation. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, and designees are held to the highest ethical and professional standards. Scott's objective is not only to reach a client’s short and long-term goals but make sure they are comfortable and confident every step of the way.
Scott was born and raised in Rancho Palos Verdes, California, where he discovered his passion for wealth management early on, as it provided the perfect way to combine his desire to help people and his interest in capital markets. Scott attended the University of Michigan, earning his bachelor's degree in economics and playing for the rugby team. Throughout high school and college, Scott set his focus on wealth management and gained valuable experience from various internships and mentors. Four cold winters later, he moved back to Los Angeles to be closer to family and friends.
Scott currently lives in El Segundo with his dog, Tugg. He enjoys golfing, traveling, trying new restaurants, and taking on life's next adventure. Scott is a big sports fan and loves watching football, baseball, basketball, and rugby. His favorite teams are the Los Angeles Lakers, Los Angeles Rams, and the Michigan Wolverines.
Tanya L. Constantino
Client Services Manager
Tanya is our client services manager and is your first point of contact for account and service needs. She joined The Bridgeway Group after more than 10 years of providing elite client service in both the public relations and digital media fields. Tanya generates all client paperwork and assists in office operations. She also manages our client database and maintains records to ensure strict compliance regulations are met.
Tanya enjoys watching football and rooting for her hometown team the Buffalo Bills. She also enjoys cooking, keeping up with pop culture, spinning, and trying new restaurants.
Lisa M. Sandfrey
Client Services Manager
Lisa works with Sean in the Covina office. She generates all client paperwork and assists in office operations, including the facilitation of all client communications. She manages our client database and maintains records for adherence to strict compliance regulations. She has worked with Sean for more than 15 years.
Lisa attended both the University of California at Berkeley and the University of California at Los Angeles, where she earned a degree in sociology. She lives in Pasadena and is married with two amazing children.
During her spare time, she has become quite the amateur genealogist, creating a family tree with more than 3,000 ancestors.
Selina is our administrative assistant and is the first point of contact for scheduling appointments and service needs. She joined The Bridgeway Group after more than 10 years of providing elite administrative services in her field.
Selina is here to help answer your questions and direct you to the person who can best assist your needs if she cannot.
Selina is a true Angeleno, born and raised in Los Angeles. She enjoys exploring new restaurants, thrifting for a good deal, and spending time with her fiancé and family.