Bartlett Wealth Management
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At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objecti... Read more
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Holly H. Mazzocca
President, Wealth Advisor, Principal
Holly H. Mazzocca
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Matt Whalen
Director - Information Technology | Principal
Matthew Stith
Portfolio Manager, Director Equity Research
Bethany E. Dorsel
Compliance Associate
Elizabeth R. Johnson
Client Relationship Associate
Jared F. Wheeler
Financial Planning Associate
Jayne W. Smith
Client Relationship Associate
Kendra E. Mossburger
Tax & Family Office Specialist
Teresa M. Mannerino
Client Relationship Associate
Joe Walburg
Director Of Operations
Nicholas Winter
Financial Planning Associate
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