Barry has been guiding investors since 1988. He earned his CFP® professional designation in 1994 from the College of Financial Planning. He received his Bachelors of Science degree in Finance from Marquette University in 1987. Barry also holds professional designations as an Accredited Investment Fiduciary - AIF®, Accredited Asset Management Specialist – AAMS, and Chartered Retirement Planning Counselor – CRPC. He has served as president of the Quad-Cities-FPA (Financial Planners Association) and Gateway Society for Human Resource Management (SHRM). Along with his professional accomplishments, Barry serves as treasurer of the DeWitt Community Hospital Foundation and treasurer for the David Hartmann Foundation, which supports the needs of individuals with disabilities. Barry, his wife Angela and their 3 children live in DeWitt. Outside of the office he enjoys coaching youth sports and spending time with his family.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.