Bart Steindler

Bart Steindler

Vice President & COO

Bart is focused on helping clients work toward their retirement dreams by creating goal-oriented and easy-to-understand financial strategies for retirement.

Bart began his career working for his family’s wholesale paper distribution company. During his time working there, he learned that no matter the problem, there’s always a unique solution. This lesson carried with him as he made the move to the financial industry. Today, he works to provide those unique solutions, whether it’s with a client, a co-worker or industry mentor.

Bart has passed the Series 7 and 66 securities exams and holds insurance licenses in Michigan, Illinois, Arizona, Florida, New Jersey, North Carolina and Wisconsin. He attended Western Michigan University.

Bart is the co-host of a weekly radio program called the “Keeping Your Money Show.” He has also been a guest host on “The Home Boys,” a weekly local radio show focused on the real estate market.

In his free time, Bart and his wife, Kathy, vacation in the mountains and enjoy skiing and hiking. In the summer, the two enjoy cycling on trails all over Michigan.

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