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About Bartine

Two principals. Two disciplines. One firm.

Bartine is a husband-and-wife consulting practice. The engineering side brings two decades of automotive OEM and Tier-1 leadership — engineering, sales, C-suite, and M&A. The finance side brings two decades as a CFP® and a faculty appointment in finance. The methodology was built from both. Every engagement is run by the people who own the firm.

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Two professionals reviewing financial documents and analysis at a desk
2 decades
Automotive industry leadership
2 decades
Financial planning practice
4
Advanced degrees between us
1 CFP®
On staff and on every engagement
100%
Of engagements run by a founding principal
0
Junior consultants on the bench
60–120 days
From kickoff to documented recovery
Who you're working with

Two careers under one roof. Both still on the engagement.

The two principals built Bartine to combine the disciplines they spent twenty years in separately. The work below is what each one brings to every audit.
Column 01
The engineering side

Two decades inside the automotive industry — engineering, sales, leadership, and M&A.

Education
  • BS, Mechanical Engineering — University of Tulsa, 2003
  • MS, Mechanical Engineering — University of Tulsa, 2006
Experience
  • 20+ years in automotive (OEM and Tier-1 supplier)
  • Senior roles across engineering, sales, management, and C-suite
  • M&A advisory for employers scaling new business verticals
What this brings to an engagement

A systems mindset trained on physical engineering. Operating-line P&L instincts from inside the C-suite. Direct knowledge of how vendors price, how contracts are negotiated, and where margin actually leaks in a multi-vertical operation.

Column 02
The finance side

Two decades as a financial planner and a current university faculty appointment in finance.

Education
  • BA, Marketing — Minor in Finance, 2003
  • MBA — University of Tulsa, 2004
Credentials
CFP®Certified Financial Planner (active)
Experience
  • 10+ years in financial planning practice
  • Faculty appointments in finance at Liberty University, Western Governors University (WGU), and Southern New Hampshire University (SNHU)
What this brings to an engagement

The discipline of a CFP®: every recommendation tied to a documented financial outcome, every saving structured to land on the right line of the P&L. The clarity of a finance professor: complex tax structures (Section 125, surcharge programs, dealer profit participation) explained in plain language to people who have to actually run them.

How the methodology was built

Engineering rigor. Financial discipline.

Most consulting firms have one of these. Bartine has both — and that's how the audit works.
A working desk with documents, analysis, and a laptop — engineering rigor meets financial discipline
Systems thinking from the engineering side.

A P&L is a system. An engineer trained to find inefficiency in a powertrain reads an expense line the same way — what's the function, what's the input, where's the waste.

Documented recovery from the finance side.

A CFP® is trained to tie every recommendation to a documented financial outcome over a defined time horizon. We run audits the same way: every recommendation has a number, every number has a deadline.

Operator empathy from both sides.

Both principals have run real teams, written real budgets, and signed off on real renewal letters. We don't audit from the outside — we audit the way the operator would, if the operator had time.

The commitment

Same two people. Start to finish. Every engagement.

The boutique commitment isn't a slogan — it's the operating model. Two principals, scoped to a recovery target, on a defined window.
No bait-and-switch.
The principal you meet on the first call is the principal who runs the audit, signs the recommendations, and sits with you when the recovery hits the P&L.
No partner pyramid.
Bartine doesn't carry a bench of juniors waiting to be sold into the engagement after signature. The work is done by the people who own the firm.
No retainer treadmill.
Engagements are scoped to a recovery target and a 60-to-120-day window. When the work is done, the engagement is done.
The promise

Recovered dollars. Written down. On a deadline.

We don't sell promises — we sell measurable outcomes. Every audit produces a written number, every recommendation has a documented financial impact, and every engagement is judged against a 60-to-120-day recovery window.
60–120 days
Recovery window — kickoff to documented savings on the P&L.
5 verticals
Audited in a single engagement — benefits, IT, payments, F&I, and hiring.
Written
Every recommendation. Every number. Every time.

Two principals. One conversation. Then you decide.

The first call is with one of us — not a salesperson, not an associate. If we're the right firm, you'll know inside thirty minutes. If we're not, we'll tell you on the call.

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