Bartlett Wealth Management
Kellie Muthert, SPHR, SHRM-SCP has extensive experience in human resources management. Currently serving as the Director of Human Resources at Bartlett & Co. since August 1996, Kellie manages all aspects of employment and coordinates company events and volunteer activities. Prior to this role, Kellie worked as a Human Resource Assistant at Franciscan Health System of Cincinnati, Inc. from September 1988 to August 1996, where Kellie focused on employment administration, benefits, and compliance with Worker's Compensation and OSHA regulations. Kellie Muthert graduated from the University of Cincinnati.
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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