Bartlett Financial

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Heath Bartlett

Heath Bartlett


Financial Advisor

Managing Director
Visit Heath Bartlett's website


Andrea Hallas

Andrea Hallas

Client Service Associate,

Practice Manager
Cathie Merriman

Cathie Merriman

Client Service Associate

Fred L. Johnson, MBA

Fred L. Johnson, MBA

Registered Client Service Associate,

Financial Planning Analyst


  • Series 7
  • Series 66
  • Life, Accident & Health
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