Barry desires to be an advocate for you and your employees by increasing successful retirement outcomes. Using his love for people and attention to fine detail and market trends, he helps business owners and HR personnel to navigate the inherent complication of retirement plans. He often finds that with strategic guidance and preparation, businesses and employees feel empowered by seeing how their present actions sow future rewards.
An outdoor enthusiast, Barry enjoys the activities Western North Carolina has to offer. On winter weekends you'll find him on the ski slopes as a Professional Ski Instructor of America. Other times of the year you are likely to meet him road cycling, backpacking, mountain biking, or behind the lens “documenting” God’s creation. Barry also enjoys “giving back” wherever and whenever he can. Highly involved in the Four Seasons Rotary Club of Hendersonville, Barry co-directs the Tour d' Apple - an annual charitable bike ride to fund the causes of the Four Seasons Rotary Club's Charitable Foundation.
~CERTIFIED FINANCIAL PLANNERTM Professional Designation from CFP®
Board of Standards, Inc – Washington, D.C.
~CFP® Educational Requirements completed at the College of Financial
Planning – Denver, CO
~MASTER OF ACCOUNTANCY Western Carolina University, Class of 2000
– Cullowhee, NC
~BACHELOR OF ARTS Moody Bible Institute, Class of 1995 – Chicago, IL