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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Barker Financial is spearheaded by James Barker. Since 1986, Jim has dedicated himself to one overriding goal: serving the needs of individuals and organizations who have accumulated wealth and are seeking assistance to focus these...

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Doug received the Certified Financial Planner ™ designation from the Certified Financial Planner Board of Standards, Inc. He holds a Bachelor’s Degree in Business Administration/Finance from the University of Idaho and a Certification...

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Mr. Chern has served over 35 years as an actuary and administrator for the pension industry. As an Enrolled Actuary, he offers expertise on funding and investment strategy, working with both for-profit and nonprofit companies with one...

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