When I joined Bartley Financial as a paraplanner back in May 2023, I was excited but also a bit nervous. Working 100% remotely – 2,700 miles away in Tucson, AZ mind you – comes with its unique challenges, and I had yet to meet my colleagues face-to-face. Fast forward to June 2024, and I finally had the chance to meet the team in person. Not only was I meeting the team for the first time, but it was also my first time visiting New Hampshire. The state is truly beautiful, and it reminded me a lot of my home state, Virginia. It was an experience I’ll never forget. 

My wife and I stayed in Manchester, just a short drive from the office in Bedford. Meeting Bob, Bianca, and Joanne in person felt surreal. We had spent countless hours on Zoom and phone calls, but there’s something special about finally shaking hands (and giving hugs) and having real, in-person conversations.

We made the most of our time together with daily team lunches and dinners out every night. One standout evening was at Jimmy’s Jazz & Blues Club in Portsmouth, NH, where we enjoyed an INCREDIBLE performance by Anthony Geraci (so incredible I bought two of his CDs – yes, those round music playing discs still exist). For the locals, or anyone traveling to New Hampshire, I highly recommend that you check this place out! It was there that I also tried my first Lobster Roll, and I have to say, it was delicious!

It was great how easily we all connected (including my wife) and were able to laugh and share stories that allowed us to grow closer as a team. These moments of connection and camaraderie reinforced what I already knew: joining Bartley Financial was one of the best decisions I’ve made. The team is genuinely amazing—dedicated, hardworking, and always focused on doing what’s best for our clients.

This trip not only strengthened my bonds with my colleagues but also renewed my commitment to our mission. Being part of such a fantastic team makes me excited for the future and proud of the work we do every day.

Here’s to many more successful years with Bartley Financial, both virtually and in person.

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Bartley Financial is built around a client-first ethos. We are as committed to exhibiting high levels of professionalism as we are to building relationships with clients built on trust and mutual respect. That’s why we hold ourselves to a fiduciary standard. It’s also why we offer a transparent, fee-only compensation structure so that our clients never need to be concerned about a conflict of interest.

Bartley Financial has an experienced team of CPAs and CFPs® (Certified Financial Planners®) dedicated to helping clients manage their investment portfolios, plan for retirement, strategize taxes, or execute any other initiatives in pursuit of optimum financial health and minimal financial stress. From our offices in Andover, MA, and Bedford, NH, we work to ease clients’ financial concerns, strengthen their portfolios, and assuage their worry that they don’t know what they don’t know.

Contact us today to begin a relationship with a team of knowledgeable, trustworthy professionals who put their clients first.

By Phillip Kashin
Phillip Kashin is a dedicated Paraplanner, bringing genuine enthusiasm to the team at Bartley Financial. As a Candidate for CFP® Certification, Phillip is committed to continually enhancing his skills and knowledge to serve our clients better.