With a deep passion for serving leaders, business owners, families, and philanthropists, Gina brings a wealth of knowledge and dedication to her role. As a lifelong learner, she continuously seeks to discover the best strategies to support her clients in meeting their financial goals.

She recognizes that life is filled with unnerving experiences; from transitioning your business, retiring, or beginning a new chapter of life. Gina understands the challenges that these transitions can bring and is committed to guiding her clients through times of change, while instilling confidence and clarity to help them navigate the next steps.

One of the aspects Gina enjoys the most in her role as a wealth advisor is the opportunity to connect with a variety of individuals, each with their own unique stories. She takes pride in breaking down the complex topics, empowering her clients to be comfortable in making informed decisions about their future.

Outside of her role, Gina is involved with several organizations in the Greater Cincinnati area. She currently serves as a Junior Board Member at the Brighton Center and is an active member of both the Cincinnati Estate Planning Council and Cincinnati Chapter of the Exit Planning Institute.

Gina lives in Northern Kentucky with her husband and young son. When she is not in the office, Gina can often be found visiting their library, local parks, Cincinnati Zoo and Botanical Gardens, and Cincinnati Museum Center for activities. She’s always on the hunt for her next immersive book to read or a fun, indie band to discover.

History at Bartlett

• Joined Bartlett in 2023
• 11 years of industry experience
• Financial Planning Team Lead in 2025

Certifications and Designations

• Certified Financial Planner (CFP®)
• Certified Exit Planning Advisor (CEPA®)

Education

• University of Louisville, BSBA in Finance, 2014, summa cum laude

Boards and Committees

• Junior Board Member, Brighton Center, since 2024

Community Involvement

• Cincinnati Estate Planning Council, Member, since 2022
• Exit Planning Institute – Cincinnati Chapter, Member, since 2025
• Encounter Leadership Program, NKY Chamber, Class of 2023