Meet The Team

Mike Barber

Founder

A licensed financial advisor with over 5 decades of experience, Mike is the decision-maker of the company.

Administrative Assistant

JJ keeps Mike’s calendar organized and is the lovely voice behind the phone when you call.

Business Manager

Marcie is in charge of setting up new accounts, deposits and distributions.

Back Office Assistant

Daya assists in preparation of client needs, research and anything technology-related.