Bartley A. Corfee, ChFC®
Investment Adviser Representative - CMI
Registered Representative - AIC
Bart is a 4th Generation Native born and raised in Sacramento and Davis, California. In 1992, Bart and his wife Toni moved to Evergreen, Colorado where his practice, Corfee & Associates is located. Bart provides securities and or insurance products and services through his registration with Ameritas Investment Corp. and provides investment advisory and planning services through his relationship with 20/20 CMI.
Bart graduated from California State University at Sacramento with a Bachelor of Science Degree in Accounting in 1978. Bart is an inductee in the Sacramento Sports Hall of Fame for his participation in Golf throughout his College years. In 1992 he became an Evergreen Fire & Rescue Volunteer Firefighter and EMT, retiring after 13 years. Over the past 26 years Bart is Past President of the Fire Volunteer Board, is a Rotarian, past Rotarian of the year, and past Evergreen Chamber of Commerce President. In 2017, Bart received a Rotarian “Ethics in Business” award from the Evergreen Rotary Club.
After college, Bart pursued a career in Investment Asset Management with Sutro & Company and E.F. Hutton & Company in San Francisco, California.
Bart is a 3rd generation Mason, a Past Master of Idaho Springs Lodge #26 in 2016 and a Scottish Rite KCCH honoree in 2017, a member of Scottish Rite Masonic Center Committee, a member of the Scottish Rite Masonic Finance Committee, a member of the Scottish Rite Masonic Centennial Line of Perfection and a member of the El Jebel Shrine.
Toni and Bart are blessed with two wonderful children, Katelyn who works for Unbridled Solutions, Denver and Brenden, a student at San Diego State University studying Business / Economics.