Our Team

How We Work

How We Work

At Bartlett Financial, our team is united by a shared passion for helping individuals, families, and business owners navigate life's financial decisions with confidence. We believe that financial planning is about more than investments—it's about understanding what matters most to you and creating a personalized strategy to help you pursue your goals.

Our experienced professionals are committed to building lasting relationships founded on trust, integrity, and personalized service. We take pride in simplifying complex financial topics, empowering our clients with the knowledge they need to make informed decisions for today and the future.

As members of the community we serve, we are honored to help our neighbors prepare for retirement, protect their families, grow their wealth, and create lasting legacies. We look forward to getting to know you and helping you pursue your vision for the future.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Cody E. Bartlett, CFP®

LPL Financial Advisor

(936) 756-3586

cody@bartlettfinancial.net

Cody Bartlett, LPL Financial Advisor invests his time to help individuals, families and business owners make sense of investing and assist them in pursing their financial goals. Bartlett works closely with you and your CPA, attorney...

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Rilynn Tomas

Administrative Assistant

936-756-3586

rilynn@bartlettfinancial.net

Rilynn Tomas is a valued member of the Bartlett Financial team, where she is committed to providing exceptional service and support to clients. She is currently pursuing a Bachelor of Business Administration at Sam Houston State...
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