Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Bart Metzler

Bart Metzler

CFP®, CRPC, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Bart Metzler's website
Advisor photo for Michael Broughton

Michael Broughton

CFP®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Michael Broughton's website


Team

Kim Rafferty

Operations Manager

Qualifications

  • Joined the Metzler practice in January, 2007.

Roles & Responsibilities

  • Assisting with Client Service Needs
  • Compiling Data for Client Meetings & Financial Plan Deliverables
  • Processing Applications & Paperwork
  • Tracking & Monitoring Client Accounts
  • Oversees Daily Office Activities
  • Manages On-line Presence
View more