Barber Kenes Retirement Solutions

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Barber Kenes Retirement Solutions
Team photo for Barber Kenes Retirement Solutions

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Advisors

Advisor photo for Glenn Kenes

Glenn Kenes

CRPC™, AIF®

Private Wealth Advisor

Managing Director
Visit Glenn Kenes's website
Advisor photo for Bryan Ludwig

Bryan Ludwig

CFP®

Financial Advisor

Associate Vice President
Visit Bryan Ludwig's website


Team

Heather Swanson

Heather Swanson

Client Service Associate,

Financial Planning Specialist

Personal Intro

Heather joined the Barber Kenes team early in 2014 with over 30 years' experience in banking management, mortgage lending and financial services. She prides herself in her client relationships and her high ethical standards. Originally from MA she now resides in the foothills of the Sierra Nevada's. Heather and her husband have 3 adult children. She is an outdoor enthusiast, an accomplished equestrian and loves to travel.

Qualifications

  • Series 6 and 63 registered

  • CA Insurance License 0B52617

  • Notary Public

Roles & Responsibilities

  • Heather's responsibilities within the team include creating, updating and managing our clients' financial goals plans.
  • While updating client goals, Heather will also review existing insurance coverage, obtain various insurance quotes and assist clients through the application process.
  • Heather's main focus has and will continue to be providing escellent client service.
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Tara Cavrikas

Lead Registered Client Service Associate,

Practice Manager

Personal Intro

Tara joined our team in April of 2018 with over 15 years of experience supporting in the financial industry; from the banking platform to the securities industry. Tara has been a Rotarian in Auburn since 2014 and is a Paul Harris Fellow.

Tara resides in Auburn with her husband Brian and their son Caden. The family enjoys camping and riding quads. Caden enjoys playing sports and racing at Fast Fridays.

Qualifications

  • Series 7, 6 and 63 registered

  • CA Insurance License 0H81813

  • Notary Public

Roles & Responsibilities

  • Tara is primarily responsible for creating and maintaining our marketing and organizing and managing all of our client events
  • Her focus is to provide excellent client service to include regular client profile updates, scheduling meeting and portfolio reviews.
  • Answering any questions our clients may have and many other practice specific duties.
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Jill Fairchild

Client Service Associate,

Operations Specialist

Personal Intro

Jill joined our team in March of 2025 with over 25 years' experience in the financial industry. She has been with Ameriprise Financial, LLC assisting other advisors and teams in our Roseville office since 2019.Jill and her husband Tim have 2 adult children and a grandson they love spending time with. They also love traveling and exploring the outdoors.

Roles & Responsibilities

  • Jill is responsible for handling much of the team's operations. Quickly and efficiently assisting with any operational & administrative needs such as the day-to-day administration of accounts.
  • Jill will handle money and account transfers, calculating IRA distributions, and assisting with statement and online account questions.
  • Jill will also handle any processing of estates for the team.
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