FINANCIAL PLANNER | WEALTH ADVISOR
“There’s nothing like the feeling of putting on a custom suit and knowing it fits perfect. It just gives me much more confidence as I prepare for my day.”
Globally respected as an authority in financial planning and investment advising, Bart helps professionals gain the financial confidence they desire. With more than 25 years of dynamic experience, Bart is known for his ability to create strategies that work progressively towards his client’s goals. By listening to his clients’ needs and wants, Bart is able to use his in-depth experience and current market knowledge to help his clientele navigate their wealth management journey. He is proud to be a partner and Senior Wealth Advisor at Optivest Wealth Management, as well as a Registered Representative of Gramercy Securities, Inc.
ENTREPRENEUR | FITNESS COACH
Beyond the bright suits and bold locks, Brandon Moody is far from our usual executive. After spending 15 years serving as the VP of Development at Smart Levels Media, he recently resigned from his position to be a full-time father to his son, Jayden. He still manages to instruct indoor cycling as a Partner at Full Psycle in Mission Viejo, serves as the Team Manager of Inspired Nutraceuticals, and recently founded his own Crypto Currency Consultant Firm, Coin Connect. A dedicated philanthropist, Brandon has assisted with the Irvine Chamber Ambassadors Team and the Emerging Professionals Committee, recognized as the “Emerging Professional of the Year” in 2014.
“From board meetings to conferences, Dave and his team allow me to consistently have a memorable first impression before even having to introduce myself.”