Bartlett Wealth Management


At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objecti... Read more

Employees

51-200

Links


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Holly H. Mazzocca
President, Wealth Advisor, Principal
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Matt Whalen
Director - Information Technology | Principal
Matthew Stith
Portfolio Manager, Director Equity Research
Jayne W. Smith
Client Relationship Associate
Kendra E. Mossburger
Tax & Family Office Specialist
Joe Walburg
Director Of Operations
Kenneth Schlachter
Wealth Advisor & Principal
Peter Flanzer
Director, Senior Portfolio Manager
Catherine Miller
Wealth Advisor
Kellie Muthert
Director, Human Resources
Woodrow Uible
Principal, Wealth Advisor
Jason Katz
Wealth Advisor, Principal
Brian Walker
Wealth Advisor
Gina Palazzo Slayton
Wealth Advisor, Financial Planning Team Lead
Aliya Riddle
Wealth Advisor
Eric Profancik
Head Of Trading