Barry is an experienced financial professional focused on advising individual, corporate and institutional clients on important matters such as investment policy, asset allocation, fund manager selection and cash management decisions.

Barry has nearly 30 years of experience in the financial services industry. As a Chartered Retirement Plans SpecialistTM, Barry is well-versed in creating, implementing and maintaining retirement plans for businesses.

In 2003, he joined the Investment Management Consultant Association and subsequently obtained the professional designation of Certified Investment Management ConsultantSM. Using his specialized experience, he integrates a complex body of investment knowledge systematically and ethically to help his clients make prudent financial decisions.

In 2023, he joined Raymond James, giving him the resources of one of the largest independent full-service financial services firms in America and the freedom to offer objective advice in the best interest of his clients. It also gives him access to an innovative trading and execution platform and a full spectrum of investment choices.

Barry is a graduate of the University of Utah and was a senior vice president of investments at UBS Wealth Management previously in his career. He is married to Holly, and they are raising three beautiful children.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

Investing involves risk, and you may incur a profit or loss regardless of the strategy selected, including diversification and asset allocation.