Bart has worked in financial services for well over twenty years, beginning his career in corporate finance at KPMG (later BearingPoint), before transitioning over to personal finance in 2004. He graduated from the University of Texas at Austin with a degree in computer engineering and a minor in economics. Bart opened his first financial advisory office with Edward Jones Investments in Austin, TX, before moving his practice to the Texas Hill Country to serve both the Kerrville and Fredericksburg communities.Upon achieving the Certified Financial Planner (CFP) certification, he then left to set up his own wealth management office and now manages over $200M in assets.

His focus is on building and preserving client wealth through conservative, resilient portfolios and turning good savers into great investors. Bart spends his time outside the office overworking, training for Ironman triathlons (13) and working on his ranch. He is highly involved in his local community and has served in past leadership positions for Rotary, Toastmasters, Young Men’s Business League, Christian Men’s Job Corp, and Notre Dame Catholic Church.