Financial Advisor
Contact Bert
(Office)
(Direct)
Bert has been an instrumental leader at Buckle Up Insurance, bringing decades of experience in leadership, team development, compliance, and strategic planning. He is passionate about helping educators, entrepreneurs, families, and nonprofit organizations build stronger financial futures through practical guidance and trusted advice. His expertise includes personal finance, estate planning, business development, nonprofit planning, and financial consulting. Bert is committed to developing high-performing teams while fostering a culture of integrity, education, and service. His leadership continues to strengthen Buckle Up Insurance’s mission of empowering clients and communities with the knowledge, protection, and strategies needed to achieve lasting financial success.
