ProsperBridge is a public benefit corporation helping employers, nonprofits, and individuals connect with the resources that empower better financial outcomes.

ProsperBridge has a simple vision: Access to progress for everyone.

Our mission is to connect organizations and people with the right resources to empower better financial outcomes. Our public benefit purpose filed with the state of Colorado is:

to improve access to progress for everyone by providing opportunities that reduce the impact of the systemic bias inherent in the financial system.

We imagine a world where everyone is connected to the right resources at the right time; where work empowers wellness instead of extracting it; where EVERYONE has the opportunity to thrive and share success.

Core Values

We believe EVERYONE should have access to progress. We believe our current system preys on the people who need the most help, and we are committed to changing that by providing an alternative environment that empowers EVERYONE.
Progress is about outcomes. ProsperBridge is NOT a financial literacy program. We help people get more value and achieve their goals with measurable results.
How can we be better? How can we help more people and organizations thrive? What can we learn from each client we help? The pathway to innovation starts with NOT knowing everything.
Fear. Shame. Stress. These are the emotions that most people associate with money. We are committed to providing an ecosystem where people and organizations feel supported and empowered, never judged or exploited.
Change is hard. ProsperBridge is committed to helping people and organizations rethink their approach to money and outcomes and to take the steps that create meaningful progress.

How it Works

Meet the Team

BOARD CHAIR
Jervis has been a licensed financial professional for over 13 years. While he maintained his independent financial planning practice for most of that time, he’s also worked for established firms like MassMutual and partnered with BlackRock, JP Morgan, and Lincoln Financial Group to bring creative wealth-building solutions to his clients. Until leaving his practice to lead ProsperBridge, Jervis held four securities licenses in addition to the insurance licenses he maintains. He has helped business owners and their teams with benefits efficiency, retirement planning, and protection and investment strategies.
“I’m proud of the work I’ve done for my clients,” Jervis says, “but I’ve always wished we could bring that same service to people who aren’t yet ready to work with a financial planner. The truth is that the greatest value a financial professional provides is to be a catalyst for progress. ProsperBridge is built around delivering the advice, assistance, and accountability that has previously only been accessible to those fortunate enough to hire a financial planner. Working with employers, we can make that happen for everyone.”

CHIEF EXECUTIVE OFFICER
Maggie has over 20 years of experience administering company benefits and 401(k) Plans. She is extremely passionate about employees understanding and navigating the benefits world from medical and dental plans to prescription coverage and HSAs. Coupled with an undergrad and graduate degree in the HR field Maggie is also a previous designee for both the SPHR and SHRM – SCP designations. Maggie worked for Fortune 500 companies in healthcare, manufacturing, agriculture and technology before electing to venture into the financial services world where she can better influence the education of her clients. Ever passionate about serving her community, Maggie has over 17 years of Board of Director’s experience to include serving as president for the Denver, CO., and Sacramento, CA Society of Human Resources affiliate chapters.

DIRECTOR OF CLIENT RELATIONS
With over 25 years of managerial experience, Ruby has a strong track record of effectively overseeing complex office environments, emphasizing client relations, sales, and marketing. Her dedication to fostering a positive, efficient, and profitable workplace has been instrumental in her achievements. Ruby exhibits confidence in leadership, possessing excellent coaching and interpersonal skills, and a demonstrated ability to create mutually beneficial solutions. Key strengths include relationship building, implementation, onboarding, and bilingual proficiency in English and Spanish.
In her role as a motivated and creative leader, she is passionate about connecting with clients to provide education, advice, coaching, and financial planning services. She is recognized for delivering impactful, client-centric financial solutions, earning a reputation as an innovative and results-driven leader who prioritizes collaboration.
Known for her organizational prowess, efficiency, strong work ethic, and unwavering integrity, she considers herself an introvert, a superpower, allowing for meticulous attention to detail and thoughtful analysis in the development of best practices. She brings imagination, inspiration, and compassion to her work, leveraging her business acumen and educational background to offer clients transformative growth opportunities. Committed to driving transformation and growth, she employs assessment tools and methodologies to deliver measurable success to her clients.