Nashville, TN

[email protected]

Join Our Team

Build a career with purpose — and a system that actually works. At Bridge Strategy™, you’re not just joining a team. You’re plugging into a blueprint built on elite training, proven systems, and two generations of wealth expertise.

Why Join Our Team

Most advisors are handed a binder, a quota, and a prayer. We give you something better: a complete system designed to make you win.

Bridge Strategy™ Training — learn simple, powerful tax-free retirement architecture.
Marketing Support & Funnels — high-converting templates, surveys, and automations.
Elite Mentorship from IUL Insiders & 3rd Dimensional Wealth.
Generational Expertise with Tristan Morris & Doug Morris.
A Proven Blueprint — scripts, systems, and presentations done for you.

Meet the Team

COO, Tax Force® • Wealth Strategist

Tristan Morris

Tristan brings a modern, analytical, and client-centered approach to wealth strategy. After earning a Bachelor of Science in Finance from LSU with a concentration in Financial Analysis, he quickly became known for his ability to break down complex financial concepts into clear, actionable frameworks. Driven by a commitment to leadership and education,

Tristan created the Bridge Strategy™ — a streamlined process that helps families reduce future taxes, build tax-free income, and make confident long-term decisions. His work centers on strategic planning, advanced case design, and guiding clients through a blueprint that is simple, compliant, and built to last. Today, Tristan leads the firm with a focus on disciplined financial strategy, transparent planning, and empowering families to understand their money at a level most people never experience.

CEO, Tax Force® • Advanced Tax Strategist

Doug Morris

Doug has spent more than forty years helping families and business owners gain clarity and control over their finances. He built his career from the ground up — starting at Edward Jones Investments, knocking on doors, meeting clients face-to-face, and earning trust the hard way. In 2000, he founded Tax Force® in Memphis, Tennessee, establishing himself as the go-to tax professional for individuals and small businesses.

As an Enrolled Agent licensed by the U.S. Treasury, Doug represents taxpayers at the highest level and brings deep technical expertise to every return, plan, and case he handles. Over the years, Doug has expanded Tax Force into a full-service hub offering tax planning, bookkeeping, and strategic financial guidance. He has built teams, trained agents, and incorporated tools like annuities and advanced life-insurance planning — always with one priority: protecting his clients and simplifying their financial lives.

Doug’s experience and leadership form the tax foundation behind the Bridge Strategy™, ensuring every plan is grounded in accuracy, compliance, and real-world financial wisdom.

You Have Questions We Have Answers

How do I get clients?

You won’t be thrown into the deep end. We give you proven funnels, surveys, marketing templates, and an already-built system that generates qualified conversations. Your job? Follow the framework and serve people well.

Do I need experience in insurance or finance?

No. What matters is integrity, work ethic, and a willingness to learn.
We train you through a simple repeatable system used by top advisors.

What training do I receive?

You’ll get access to:

Bridge Strategy™ training

IUL Insiders & 3rd Dimensional Wealth mentorship

Weekly coaching

Script & presentation frameworks

Case design support

Compliance guidance

Everything is built so you can start fast — and keep growing.

How does compensation work?

We use a performance-based comp structure directly through the carriers.
You earn commissions on policies you place and overrides on agents you eventually train.
No hidden fees. No MLM games. No surprises.

Is this a W-2 job or independent position?

This is an independent 1099 advisor role with full support, training, and systems — without the limitations of a traditional agency model.

Do I need licenses?

Yes. You’ll need a state life insurance license (we help guide you through the process).
No securities licenses are required — our strategies are tax-advantaged, not investment products.

How long does it take to start earning?

Most new advisors can begin client conversations in 2–4 weeks (depending on licensing), and many close their first cases within the first 60–90 days.

What makes this team different from other IMOs or agencies?

Three things:

A proven system — not “figure it out yourself.”

Elite mentorship from Tristan & Doug Morris.

Real training and real opportunities, not recruiting-first fluff.

You get the blueprint, the tools, and the support — you just bring the drive.

Can I build a team under me?

Yes. Once you’re producing, you can recruit and earn overrides with guidance so everything stays ethical, compliant, and structured.

Who succeeds here?

People who:

want independence

communicate well

follow proven systems

care about families

work with discipline

If that’s you — you’ll thrive.

Ready to Build a Career With Real Momentum?

Join a team backed by two generations of tax and wealth expertise — with the systems, mentorship, and blueprint you need to win. Your next step is one conversation away.