Bart joined SMI as a Financial Planner in 2023. He brings over 20 years of experience in the financial markets. Prior to joining SMI, Bart spent 5+ years with Charles Schwab and TD Ameritrade working with High-Net-Worth clients and individual investors educating them on option trading, portfolio hedging, and risk management strategies. Having successfully navigated the financial markets for many years, he recognized the need for fiduciary advice and assisting clients in separating their emotions from financial decisions to achieve long-term success.

 

Prior to joining Charles Schwab and TD Ameritrade, Bart spent 15 years trading as a former member of the Chicago Board of Trade where “your word is your bond.” Prior to the closing of the open-outcry trading floor he decided to pursue the Financial Planning path where he could provide honest and transparent financial advice, leveraging his knowledge of the financial markets, and continue to build relationships of integrity and trust with clients.

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Bart graduated from DePaul University with a B.S. in Finance and is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Market Technician®. Bart lives in Geneva, IL with his wife Cindy and their 3 boys. When Bart and Cindy are not watching their sons participate in youth sports, they enjoy most outdoors activities including running, skiing, and sailing.