With clients’ best interests at heart, Bart spends time listening, understanding and helping translate client goals into individualized investment strategies. With focusing on income planning for retirement, he utilizes insurance and maximizing retirement savings to help guide clients along their best path. Bart launched his financial career in 2007 at Morgan Stanley and later joined Merrill Lynch in 2013. With over 15 year in the industry, in 2021, Bart and the Johnson Group joined RBC Wealth Management.
A graduate of Michigan Technological University, Bart earned a bachelor’s degree in mechanical engineering. He and his wife, Stacy, along with their dog, Ollie, live in Chanhassen, MN. Their two grown sons are off on their own adventures, one son attending Bart’s alma mater, Michigan Tech, and the other currently attending United States Military Academy, West Point. Bart is an avid outdoorsman—enjoying hiking, fishing, hunting and watersports.