Bartlett Wealth Management
Kendra Mossburger, CPA, is a Tax and Family Office Specialist at Bartlett Wealth Management. Prior to this role, Kendra was an Accountant at M. Bohlke Veneer Corp. and held various tax-related positions at Barnes Dennig and Deloitte. Kendra holds a Master of Accountancy from Northern Kentucky University and a B.S. in Accounting.
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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