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...
Read more

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.
Read more

Buddy Barrios


Buddy comes to the office daily to greet our guests. If you prefer not to be greeted by Buddy please let us know in advance.

Read more