Bartlett Wealth Management
Randy E. is a dedicated technical support and infrastructure specialist currently employed at Bartlett Wealth Management since February 2024. Previously, Randy served as the Information Technology Training Coordinator at Hamilton County Developmental Disabilities Services, where responsibilities included designing and delivering tailored IT training for 450 employees. Experience as a Deskside Support Technician at Xcel Energy involved providing extensive onsite and remote support for over 5,000 users across multiple states. Randy has also held various roles in guest services, fitness instruction, and retail management, demonstrating strong customer service skills and management capabilities. Educational qualifications include an Associate degree in Network Administration from Cincinnati State Technical and Community College and certification in Yoga Teacher Training from The Yoga Bar - Bija Yoga University.
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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