Our Team

Thomas V. Barnes
MBA, CFP

Managing Partner

    Tom Graduated from the University of Utah in with a BS in Psychology and a BS in Sociology. He later completed his MBA from the University of Phoenix. Tom holds the Certified Financial Planner Professional designation.

     Since 1987, Tom's Clients have included many successful professionals and business owners acquired primarily through referral from their professional advisors. His practice utilizes a consultative approach to provide customized solutions for each unique situation. As a consultant it allows him the opportunity to design strategies with the client's attorneys and accountants and coordinate through implementation.

    Community involvement has always been important for Tom. He coached youth sports for several years, teaching competition with leadership. He was the Board President for the Community Foundation for the Disabled, overseeing program services and fund-raising activities. He enjoys golfing and skiing in his free time. 

Brandon Barnes

Underwriting Case Management & Client Support

  

Emily Moll

Office Manager, Contracting, & Insurance Company Liaison

  

 

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