Meet The Team

Mike Barber


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

JJ Howard

Administrative Assistant

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

Marcie Bliss

Business Manager

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

Daya Panahon

Back Office Assistant

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