Brian Hart Cfp®

Brian Hart CFP® has extensive experience in the financial services industry. Brian began their career in 2004 at Bank of America, where they held roles as a Business/Personal Banking Officer and AVP Premier Client Manager. In these positions, Brian provided personalized financial solutions for clients and successfully grew the business. In 2009, they transitioned to the role of Wealth Management Banker, where they specialized in mortgage products and offered a range of investment solutions. In 2012, Brian joined Summit Wealth Group as a Financial Advisor, working closely with individuals and families to create comprehensive financial plans. Since 2013, they have been a key member of SageSpring Wealth Partners, initially serving as a Senior Financial Advisor - Vice President and currently holding the position of Senior Financial Planner-Executive Vice President. In this role, Brian is dedicated to meeting their clients' needs and delivering exceptional service as a trusted financial professional.

Brian Hart, CFP®, obtained their Bachelor of Business Administration (BBA) degree in Management and Finance from New Mexico Highlands University from 2001 to 2003. In 2011, they attended Villanova University and completed a Six Sigma certification. Additionally, Brian holds several additional certifications, including an Insurance License, Series 66, Series 7, Six Sigma Black Belt, and Six Sigma Lean Belt, although the specific details of when and where they obtained these certifications are unknown.