Intrua Financial – Navigate Life with Confidence Navigating you through all of your life’s moments with confidence
(713) 355-9910
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
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Biography
Bart started a career as a financial advisor in 2002 after graduating with a degree in finance from Wake Forest University. He was an employee advisor at a local retirement planning firm, and an independent advisor at Raymond James before partnering with Intrua in 2023. Intrua’s operational, investing and trading capabilities allow him to spend most of his time working directly with clients.
Bart’s practice is dedicated to helping families prepare for and prosper in retirement. His process involves a deep discovery of clients assets, sources of income, and most importantly their goals in retirement. Bart is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst®, and holds his Series 7 registration through LPL Financial and Series 66 registration through Intrua Financial, as well as his
life/health insurance licenses. In recent years, Bart has also enjoyed working with client’s children, helping them plan for major financial goals such as buying a home, funding a child’s education, or their own retirement.
Bart lives in Severna Park, Maryland with his wife Sarah, children Evelyn and Mikey, and the newest and most destructive family member, Canyon the black lab puppy. In his spare time, Bart enjoys playing golf, biking, and cheering for his Baltimore Ravens.
AREAS OF EXPERTISE
• Retirement Planning
• Asset Allocation
• Income Generation
• Long-Term Care Needs Analysis