Broker Check


John J. Barrios, CFP®

(901) 850-2127

I have over 25 years of experience of helping clients pursue their financial dreams. I recognize that everyone’s economic and life situation is unique, and I keep that in mind when providing advice. I believe that personalized...
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Sandy Barrios

Operations and Accounting

(901) 850-2127

Wendy Quas

Executive Assistant


Wendy handles all client services including distributions, client web access, client appointment scheduling and any other services our clients need.
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