Bart started a career as a financial advisor in 2002 after graduating with a degree in finance from Wake Forest University. His practice specializes in helping families plan for sustainable retirements. Bart is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst ®, and holds a 7 and 66 registrations through LPL Financial and a life/health insurance license. In his spare time Bart enjoys playing golf, biking and spending time with his wife Sarah, kids Evelyn and Mikey, and lab retrievers Ronnie and Richie.