Our Team
Meet the people that set Bartlett apart
![](https://bartlett1898.com/wp-content/uploads/2023/12/KenAliya-Bartlett-Wealth-Management.jpg)
![](https://bartlett1898.com/wp-content/uploads/2024/06/AmirZ.jpg)
Zain Amir
Investment Operations & Billing Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/Brian-Antenucci-1.jpg)
Brian F. Antenucci, CFA
Wealth Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/12/jacqueline.jpg)
Jackie Born-Campbell
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/BramerS-1-1-e1676557647520.jpg)
Sherry Z. Bramer
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/Bartlett-Spet-2018-3-webready-1.jpg)
Tara C. Britton
Client Support Associate
![](https://bartlett1898.com/wp-content/uploads/2024/06/BrunoS.jpg)
Sofia Bruno
Investment Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/BuseM2-scaled-e1678213395885.jpg)
Matt J. Buse, CFA
Wealth Advisor, Investment Specialist
![](https://bartlett1898.com/wp-content/uploads/2023/12/Michael-Cambron.jpg)
Michael S. Cambron, CFA
Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2024/05/2024_2_20_Bartlett_CatherineM_0433.jpg)
Karen M. Casnellie
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/Beth-Ceddia.jpg)
Beth H. Ceddia
Director, Client Services
![](https://bartlett1898.com/wp-content/uploads/2023/12/Kelly-Chrzanowski.jpg)
Kelly S. Chrzanowski
Investment Advisory Portfolio Administrator
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Laura A. Cuber, CFP®
Wealth Advisor
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Shelley O. Daunt
Staff Accountant
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Robert H. Dearborn, CFA, CIC
Director, Senior Portfolio Manager
![](https://bartlett1898.com/wp-content/uploads/2023/12/Keith-Dershem.jpg)
Keith E. Dershem, CFP®, AEP®
Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2023/12/deyerk.jpg)
Kayla C. Deyer, CFP®, ChFC®, CRPC®, CPFA®, C(k)P®
Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2023/12/Bethany-Dorsel.jpg)
Bethany E. Dorsel
Compliance Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/DAndreaN-2-e1614269289551.jpg)
Nicholas A. D’Andrea, CFP®
Associate Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2023/12/Justin-Ellis.jpg)
Justin M. Ellis, CFA, CFP®
Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2024/03/2024_3_5_Bartlett_3129-e1710794538645.jpg)
Randy C. Evans
Technical Support & Infrastructure Specialist
![](https://bartlett1898.com/wp-content/uploads/2023/12/peter2.jpg)
Peter W. Flanzer
Director, Senior Portfolio Manager
![](https://bartlett1898.com/wp-content/uploads/2023/12/Lindsey-Folkman.jpg)
Lindsey M. Folkman
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/Karen-Forg.jpg)
Karen A. Forg
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/10/member-1.png)
Connie J. Foundos
Securities Trader/Administrator
![](https://bartlett1898.com/wp-content/uploads/2023/10/member-2.png)
Davе P. Francis
Investment Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/12/Kimberly-new1.jpg)
Kimberly A. Geary
Chief Compliance Officer
![](https://bartlett1898.com/wp-content/uploads/2023/12/bartlett007-scaled-1.jpg)
Leonor M. Gonzalez
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/10/John-Gruber.jpg)
John A. Gruber
Portfolio Management Associate, Trading Specialist
![](https://bartlett1898.com/wp-content/uploads/2023/12/Ritika-Gupta.jpg)
Ritika Gupta
Operations Supervisor
![](https://bartlett1898.com/wp-content/uploads/2023/12/Jim-Hagerty.jpg)
James B. Hagerty, CFA
CEO, Wealth Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/12/michael.jpg)
Michael A. Herst, CFA
Director, Senior Portfolio Manager
![](https://bartlett1898.com/wp-content/uploads/2023/10/Nick-Hyrcza.jpg)
Nick P. Hyrcza, CRPC®
Investment Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/Elizabeth-Johnson.jpg)
Elizabeth R. Johnson
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/JonesM-1-1-e1676557705776.jpg)
Mary D. Jones, CFA
Director, Senior Portfolio Manager
![](https://bartlett1898.com/wp-content/uploads/2023/12/Jason-Katz-1.jpg)
Jason M. Katz, CPA, CFP®, CEPA®
Wealth Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/12/karen.jpg)
Karen A. Kellams
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/Chad-Kolde.jpg)
Chad D. Kolde, CPA, CFE
Chief Financial Officer, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/12/Libby-Kubera-Bartlett-Wealth-Management.jpg)
Libby A. Kubera
Billing Lead
![](https://bartlett1898.com/wp-content/uploads/2023/12/Melissa-LaCorte.jpg)
Melissa M. La Corte
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/10/member-5.png)
James M. Lewis, CFA
Portfolio Manager, Senior Equity Research Analyst
![](https://bartlett1898.com/wp-content/uploads/2023/12/krista-2.jpg)
Krista K. Linn, CFA
Director, Senior Portfolio Manager
![](https://bartlett1898.com/wp-content/uploads/2023/12/Teresa-Mannerino.jpg)
Teresa M. Mannerino
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/Bartlett-Dec-2019-17-retouch-website.jpg)
Melissa Mabley Martin, CFP®, CDFA®
Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2023/12/Holly-Mazzocca.jpg)
Holly H. Mazzocca, CFP®
President, Wealth Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/12/McClellandM-1-2-e1676556462372.jpg)
Martin N. McClelland
Director, Senior Portfolio Manager
![](https://bartlett1898.com/wp-content/uploads/2023/12/Robert-Michel.jpg)
Rob E. Michel
Enterprise Network Manager
![](https://bartlett1898.com/wp-content/uploads/2023/12/2024_2_20_Bartlett_CatherineM_2522-e1710794247745.jpg)
Catherine L. Miller, CFP®
Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2023/12/Kendra-Mossburger.jpg)
Kendra E. Mossburger, CPA
Tax & Family Office Specialist
![](https://bartlett1898.com/wp-content/uploads/2023/12/2023_12_20_Bartlet_18713.jpg)
Kellie A. Muthert, SPHR, SHRM-CP
Director, Human Resources
![](https://bartlett1898.com/wp-content/uploads/2023/12/NaiserS-1-1-e1676557600705.jpg)
Steven T. Naiser, CFA
Director, Senior Portfolio Manager
![](https://bartlett1898.com/wp-content/uploads/2023/11/Kimberly-Nickol.jpg)
Kim R. Nickol
Application Support Analyst
![](https://bartlett1898.com/wp-content/uploads/2023/11/2023_12_20_Bartlet_18673.jpg)
Kailyn M. Neat, CFP®, CPWA®
Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2023/12/Sundae-Niehaus.jpg)
Sundae S. Niehaus
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/11/Maria-Pennekamp.jpg)
Marcia M. Pennekamp
Controller
![](https://bartlett1898.com/wp-content/uploads/2023/11/Kyle-Pohlman.jpg)
Kyle W. Pohlman, CFA, CAIA
Wealth Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/11/Lori-Poole.jpg)
Lori B. Poole, CFP®, RLP®
Wealth Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/10/member-6.png)
J. Eric Profancik
Head Trader
![](https://bartlett1898.com/wp-content/uploads/2023/11/2023_12_20_Bartlet_18692.jpg)
Aliya L. Riddle, CFA
Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2023/11/Christopher-Robbins-3.jpg)
Christopher D. Robbins, CFA
Investment Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/11/Craig-Sarembock.jpg)
Craig M. Sarembock
Wealth Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/11/Ken-Schlachter.jpg)
Kenneth L. Schlachter, CFA
Wealth Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2024/05/Image20240528104050-1-e1716908031756.jpg)
Marisa J. Serna
Co-op
![](https://bartlett1898.com/wp-content/uploads/2023/12/Gina-Slayton-Bartlett-Wealth-Management.jpg)
Gina P. Slayton, CFP®
Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2023/11/Lisa-Smith2.jpg)
Lisa I. Smith
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/11/Jayne-Smith-1.jpg)
Jayne W. Smith, FPQP®
Client Relationship Associate
![](https://bartlett1898.com/wp-content/uploads/2023/10/SniderT.jpg)
Troy R. Snider, CFA
Investment Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/11/MDS-4.png)
Maggie D. Spataro, PCM®, CDMP
Senior Marketing Manager
![](https://bartlett1898.com/wp-content/uploads/2023/10/member-8.png)
Matthew T. Stith
Portfolio Manager, Director Equity Research, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/11/Woodrow-Uible-1.jpg)
Woodrow H. Uible, CFA, RLP®
Wealth Advisor, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/11/Joe-Walburg.jpg)
Joseph J. Walburg
Director, Operations
![](https://bartlett1898.com/wp-content/uploads/2023/11/2023_12_20_Bartlet_18613.jpg)
Brian M. Walker, CFA
Wealth Advisor
![](https://bartlett1898.com/wp-content/uploads/2023/11/Matt-Whalen.jpg)
Matt P. Whalen
Director of Information Technology, Principal
![](https://bartlett1898.com/wp-content/uploads/2023/11/Jared-Wheeler.jpg)
Jared F. Wheeler
Financial Planning Associate
![](https://bartlett1898.com/wp-content/uploads/2023/11/Pamela-Willner.jpg)
Pam J. Willner
Receptionist, Administrative Associate
![](https://bartlett1898.com/wp-content/uploads/2023/11/Nick-Winter.jpg)
Nick J. Winter
Wealth Advisory Analyst
![](https://bartlett1898.com/wp-content/uploads/2023/11/Marianne2.jpg)
Marianne K. Yates
Portfolio Administrator, Marketing Associate
![](https://bartlett1898.com/wp-content/uploads/2023/12/Steve-Young.jpg)
Steve W. Young, PHR, SHRM-CP
Human Resources Manager
![](https://bartlett1898.com/wp-content/uploads/2023/11/Karen-Yurak.jpg)
Karen A. Yurak, CIPM
Performance Analyst
Where can we help you go next?
Contact a member of the Bartlett team today.