Our Team
Meet our experienced team of financial and wealth advisors who are ready to work with you! Let us work side-by-side with you to help optimize your financial journey—no matter the stage—we have the knowledge, skills, and resources to help!

Our commitment to creating meaningful partnerships that endure begins with the clients we serve every day and extends to the communities in which we work and live. To us, being a good community partner means doing everything from supporting our fellow local businesses through advertising, sponsorship, and representation on area boards and committees to giving back by hosting toy and food drives, participating in volunteer activities, and making charitable contributions through the Bartholomew Anniversary Fund. These are some of the many community organizations we partner with and support:
Our ability to provide you with the kind of holistic guidance and integrated solutions you expect and deserve requires an understanding of your complete financial picture. This is why we collaborate with the various tax, legal, and other professional advisors with whom you work to ensure that the recommendations we make are aligned with your overall objectives. You can also choose to leverage our extensive network of business alliances and centers of influence. We are happy to arrange an introduction or you are welcome to reach out directly.
In addition to the advisors operating under Bartholomew & Company, we are proud to partner with the following independent firms and elevate the service they provide to their clients.
By affiliating with Bartholomew & Company, our partner firms can leverage our compliance, investment, financial planning, marketing, and business development capabilities so that they can focus more of their efforts on what matters most—working closely with their clients.