Barry joined Professional Wealth Advisors, LLC in 2019 as a Partner and Wealth Advisor. He joined us after a lengthy career in the wealth advisory division at JPMorgan Chase where he developed a reputation for delivering logical and actionable retirement planning and tax efficient investing advice to the families he worked with. Barry moved to PWA to care for his clients and help them pursue their financial goals, while specializing in building comprehensive wealth management strategies.
Barry graduated from the University of Illinois in 1990 and holds several securities licenses including Series 7, Series 63, and Series 65 through LPL Financial, as well as Life and Health Insurance.
Barry and his wife, Lisa, are residents of Batavia where they raised their three college-age sons. In his free-time, he loves spending time with his family and friends, coaching baseball, and cheering on his beloved Cubs and Fighting Illini.