Bart joined Creative Financial Group in 2001 and is a Certified Financial Planner™ professional holding Series 7, 63, and 65 securities licenses through Synovus Securities. He provides investment advisory and financial planning services to high-net-worth individuals and corporate executives. He also serves on the Investment Committee and is integral to CFG’s investment advisory services, including asset management and trading functions. His background includes investment banking experience structuring municipal finance issues.
Bart is a founding member of Team Doctors Preferred Access, LLC, a firm providing priority individual, family, and corporate access to many of the nation’s leading healthcare providers. He earned a BA in Economics from the University of Georgia and is a lifelong member of the Tau Kappa Epsilon fraternity. Bart resides in Buford, GA and is involved with Habitat for Humanity and the Lake Lanier Association.
Member of Investment Policy Committee
