Team
John J. Barrios, CFP®
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...
Wendy Quas
Executive Assistant
Wendy handles all client services including distributions, client web access, client appointment scheduling and any other services our clients need.
Bogey Barrios
Mascot
As most of you know we lost our beloved mascot, Buddy, to cancer in the spring of 2019. Bogey is our new company mascot. He was named after John's golf game. While Bogey is learning his office manners he will be here part time. His job...
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