Our 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.
*These services are offered by Gail Barnes, Aquaila Barnes, Marcus Barnes, and Camron Barnes through their affiliation with Avantax.
Certified Public Accountant (CPA) Investment Representative Series 6 and 63 Licensed Life Insurance Licensed National Association of Women Business Owners (Indianapolis Chapter) National Society of Accountants Graduate of Indiana...
Real Estate Specialist Investment Representative Series 6 and 63 Licensed Graduate of Florida A&M University (Bachelors) and Prairie View A&M University (Masters)Marcus currently uses his vast architectural background to offer real...
•Staff Accountant•Investment Representative through his affiliation with HD Vest•Series 6 and 63 Licensed •Undergraduate at Ball State University (Bachelors) Camron is always seeking to expand his knowledge and experience in various...