Meet our Team

Theresa Bartley & Team
Meet Our Team

In a world where there is no shortage of information on any topic, it shouldn’t be so hard to find the answers we need to suit our own personal circumstances and make our dreams come true. Yet that’s precisely the challenge that many of our clients have expressed when we meet them for the first time.

With our team, we don’t start with the answers – we start with the questions, getting to know and understand the entire client’s picture from the ground up. We share our knowledge and expertise on investments, tax, estate, education, and retirement planning because we believe that an educated client is a satisfied client. We are known for delivering straight answers. We are known for our forward-looking approach. We are known for creating solutions that focus on what matters most.