Bartlett Wealth Management
Bethany Dorsel is currently working as a Client Relationship Associate at Bartlett Wealth Management since March 2020. Prior to that, Bethany held the position of Administrative Support Specialist in Audit and Tax at Clark Schaefer Hackett from December 2013 to March 2020. Before that, Bethany was a Private Banking Credit Specialist at U.S. Bank from August 2001 to December 2013. Bethany graduated from the University of Louisville in 2001 with a Bachelor of Arts degree in Music and English.
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Bartlett Wealth Management
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning