Bart Patterson

SR Investment Consultant and CPA

The Tax Guy. When it comes to tax strategies, Bart leads the way for Golden Reserve and our clients.

After playing college baseball at Eastern Michigan University, Bart took a job with Ernst & Young, LLP, focusing on tax planning. He eventually  made the move to a smaller firm, where he became a Partner, but he felt the constant grind of IRS deadlines pulling him further away from what was really important; providing his clients with proactive tax planning that could actually have a positive impact on their retirement. Bart made the decision to get out of public accounting and take his passion for tax planning and combine that with his love for helping people get the most out of their retirement. Golden Reserve has provided him with the perfect opportunity to do both!

Bart’s clients will tell you that he’s great at taking complex tax and financial planning concepts and breaking them down, so they are easy to digest and understand.

Bart and his wife Ashley have two sons, Milo & Finn. Outside of the office, you’ll find Bart spending most of his time cheering alongside Ashley at one of his boys’ sporting events, and even jumping in to help coach when they need him.

Affiliations

  • American Institute of Certified Public Accountants
  • CPA License in OH, FL & CO
  • Education

  • Bowling Green State University, MA in Taxation
  • Fun Facts

  • Played college baseball at Eastern Michigan
  • Loves to fish
  • Favorite book is “Radical Candor”
  • Favorite movie is “The Last of The Mohicans”
  • Rick Shibko

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    Affiliations

    1. American Institute of Certified Public Accountants
    2. CPA License in OH, FL & CO

    Education

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  • Fun Facts

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  • Contact Info

    Location: Dublin, OH
    Phone : 855.456.4777