Bart is a second-generation financial advisor who has spent the past two decades building relationships with his clients based on their needs and helping them meet their goals in an understandable way.
Bart has been a senior vice president at one of the country’s largest brokerage firms and has earned multiple awards for his experience.
As a partner at Headwaters Wealth Management, Bart has the ability to help ensure that every decision made is in his client’s best interest.
Bart specializes in advising both individuals and businesses on personalized wealth management strategies and investment portfolio design.
Bart has a bachelor’s degree in finance from Boise State University. He is a longtime Idahoan and lives in Boise with his wife, Tara, and their two wonderful daughters.
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