Return to Team

Bart Patterson

Region Head

When it comes to tax strategies, Bart leads the way for our clients. Passionate about helping people get the most out of their retirement, Bart makes even the most complicated tax planning concepts feel accessible.

Bart began his career at Ernst & Young, LLP, after playing college baseball at Eastern Michigan University. Later, he became a partner at a smaller firm, but felt the constant grind of IRS deadlines was pulling him away from what’s really important: providing clients with proactive tax planning that could have a positive impact on their retirement. Bart made the shift from public accounting and joined Golden Reserve, where his expertise has helped countless clients enjoy their retirement to its fullest.

Bart and his wife Ashley have three children, Milo, Finn, and Estelle. Outside the office, you will find Bart cheering alongside Ashley at his boys’ sporting events, and even jumping in to help coach when they need him.

Take the First Step to Securing Your Retirement

Ready to get started? Schedule a complimentary consultation.

Talk to a Planner