Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Education

  • MBA in Economics from St. Peter's University
  • BA in Economics from Seton Hall University

Creating Financial Peace for Veterinarians Podcast

Dr. Christa McKinley and Ranae Bart bring deep connections to the veterinary industry, which strengthens their role as financial advisors for those in the field. Injury? Illness? Job changes? Life happens—so how do you protect yourself? They stress the importance of understanding benefits, retirement planning, and making the most of every dollar.

In today’s episode, they share real stories from clients facing a range of life’s challenges and how they helped guide them toward financial wellness.

With firsthand insight into the struggles and stress points of veterinary life, this team helps create financial peace of mind. From life insurance and disability to long-term care, investments, and full practice benefit planning—Dr. Christa and Ranae cover it all.

Often, the biggest hurdle is simply the fear of getting started.

Creating Peace for Veterinarians

🎧 New Episode: Creating Financial Peace for Veterinarians. I had the pleasure of joining Crystal Stokes on the Vet Med Wellness and Leadership Podcast alongside my amazing teammate, Dr. Christa McKinley! We dove into what it truly means to find financial peace in the veterinary field—touching on everything from money mindset to practical strategies for building stability and confidence around your finances.

Whether you’re a veterinary professional navigating financial stress or simply looking to feel more secure and in control of your financial plan this episode is full of insights you won’t want to miss.

✨ Huge thanks to Crystal for having us—we hope you enjoy the conversation!

📩 If you have any questions or want to connect with our team, we’d love to hear from you and support you on your financial journey.

I'm proud to announce that I was a guest speaker at the SWVS!

https://swvs.org/

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Investment Planning & Strategies

Disability Planning

Long-Term Care Planning

Multigenerational Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline