Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance


  • CPA Certified Public Accountant
  • CRPC™ Chartered Retirement Planning Counselor™
  • Certified Public Accountant (CPA - inactive status )
  • Chartered Retirement Planning Counselor (CRPC)


  • University of Minnesota - Carlson School of Management - BSB Accounting - 1992

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2013, 2014, 2016, 2017
  • Five Star Wealth Manager, 2014
  • Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023

Professional associations

  • American Institute of Certified Public Accountants (AICPA)
  • White Bear Area Chamber of Commerce

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of clients like you and a team that’s dedicated to providing the best possible service.

Community participation

Financial Peace University Facilitator - Volunteer

  • Pheasants Forever


  • Barry is a graduate of the University of Minnesota Carlson School of Management, and has worked as a CPA and Corporate Controller specializing in manufacturing, construction, non-profits and higher education, as well as personal and corporate taxes.
  • Along with his wife and their two boys – they live in White Bear Lake with their golden retriever “Ranger”, and are actively involved at church and in the community.
  • Barry enjoys the outdoors and is actively involved with his sons' baseball and football teams

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.