Our Origin
Started by one officer, carried on by another.
COL (Ret.) Ronald Bartlett opened this practice in 1999, after a career as an officer in the U.S. Air Force. He built it the way he had led: plainspoken, prepared, and accountable to the people who counted on him.
His son, Heath, came to the work the same way, through service. Heath graduated from The Citadel as a business trained honor graduate and served as a U.S. Army Captain and Company Commander, flying UH-60 Blackhawks. When he partnered with his father Ron in 2001, he brought his leadership and mission to serve others with him.
Today…the Legacy continues.
George Skinner, Ron’s grandson and Heath’s eldest nephew, grew up seeing firsthand what it meant to serve others honorably. Following graduation from the U.S. Naval Academy, George served as a Captain in the U.S. Marine Corps. George found his way home to South Carolina to earn a place in the family business as a Financial Advisor. As such, he maintains the standards that shaped the generations before him: serve others well, lead with integrity, and take care of the people who place their trust in you.
Now, twenty-seven years later, our practice has grown into a team of four advisors and three client service professionals working for you.
George Skinner, Financial Advisor (left), and Heath Bartlett, Founder, Wealth Advisor (right)
Meet Us
Who you’ll work with in Lexington.
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Heath Bartlett, APMA®
Founder, Wealth Advisor
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George Skinner, APMA®
Financial Advisor
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Andrea Hallas
Partner, Practice Director of Operations
What Drives Us
Planning that holds up over decades.
Heath says it often: never forget where you started, or who helped you get there. It takes a village. That belief shapes how this team works.
We plan in decades rather than quarters. We coordinate with your CPA and your attorney so the tax, investment and estate pieces are decided together instead of in isolation. And when life takes a turn nobody planned for, we are the call you can make.
How We Work
What you can count on.
These are the habits clients notice first.
Advisors Who Confer
Every plan gets more than one set of eyes. Our advisors review strategies together, so your plan benefits from the range of experience on this team rather than one person’s read of the situation.
We Reach Out First
We watch plans and call when something needs attention. You should not have to wonder whether anyone is paying attention to yours.
Coordinated With Your Other Professionals
We work alongside your CPA and your attorney, so the people advising you are working from the same set of facts.
About &Partners
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
