About 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 objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning
Leadership at Bartlett Wealth Management
The team at the top of the org chart.
Holly H. Mazzocca
Wealth Advisor, Principal
34 reports
Jayne W. Smith
Client Relationship Associate
Joe Walburg
Director Of Operations
9 reports
Kellie Muthert
Director, Human Resources
1 report
Woodrow Uible
Principal, Wealth Advisor
3 reports
Gina Palazzo Slayton
Wealth Advisor, Financial Planning Team Lead
9 reports
Jason Katz
Wealth Advisor, Principal
Kenneth Schlachter
Wealth Advisor & Principal
James Hagerty
Wealth Advisor, Principal