Todd Barney, CEPA®, CIMA®, CPWA®, CFP® 

I’ve had an interest in finance since I was a kid and first experienced the law of supply and demand when selling the desserts from my lunch box at a premium. My first real job followed at age15 at our local credit union, and I haven’t left the industry since.

My passion is born of an authentic interest in global markets and the trends and events that impact them, as well as a first-hand encounter with the significance of financial security at the age 12. My little brother was born several months premature and he had to spend more than a year in the hospital at great expense. I witnessed how my parents financial planning and savings played a vital role in keeping our family afloat during that exceedingly difficult season. Since that time, I’ve known that I wanted to play a role in helping others to build their own strong financial foundations so that they could face life’s challenges with confidence.

Throughout my nearly 30-year career, I’ve helped a wide range of clients grow and guard their wealth in every season of life and in nearly every market climate. I’ve had the honor of working on behalf of some the world’s most trusted financial firms, including Invesco, Oppenheimer Funds, and Franklin Templeton, and I take pride in having helped countless clients reach their financial objectives with intelligently directed investments that balanced individual goals with market climate and tax concerns.

 It’s my desire to apply all that I’ve learned to helping you build a strong portfolio that meets today’s needs and plans for tomorrow’s dreams by investing with purpose for your unique purpose. Whether you’re just getting started, building a business or preserving a legacy, my broad wealth management knowledge and experience make me a valuable addition to your team.

My commitment to acquiring and applying real knowledge and expertise to everything I do is reflected in my many industry certifications including Certified Financial Planner® (CFP), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA) and Certified Exit Planning Advisor (CEPA®). I also hold a Series 7 registration through LPL.

When I’m not at the office, you’ll find me spending time with my wife Amy, teenage son Jackson, and our adorable and bossy Corgi, Winston. In my free time, I enjoy playing golf, eating good food, and traveling.