For the past 13 years, Bart has worked with high net worth clients and their advisors to create custom life insurance plan designs that enhance their current situations, utilizing different features life insurance planning has to offer. By determining objectives first, he’s passionate about finding the best solution for his clients wealth transfer and business succession needs. Bart also takes great pride in managing and monitoring policies each year to help avoid unexpected pitfalls that can take down even the best of policies. Bart is a Colorado native and he and his wife, Meredith, are raising their two daughters in Golden to share their love of the outdoors with them. Aside from volunteering at his daughter’s school, Bart is an avid skier and trail runner. Bart has earned his Chartered Life Underwriter® designation and is a MDRT member.