Our Team
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
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...
Rilynn Tomas
Administrative Assistant