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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Bogey Barrios


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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