Barbey Wealth Management

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.


Advisors

Sara Craig

Sara Craig

CRPC®

Financial Advisor

Visit Sara Craig's website

Team

Cynthia Abernathy-Rinck, MBA

Cynthia Abernathy-Rinck, MBA

Client Service Specialist,

Office Manager

Qualifications

  • Master of Business Administration, Lindenwood University 1998
  • Bachelor of Arts Business Administration, Cum Laude, Lindenwood University 1991
  • With Ameriprise Financial since 2004

Roles & Responsibilities

  • Handles preparing detailed financial information, creates fun client events and educational seminars, and schedules appointments.
  • Supports me in providing top-notch services to clients like you!
  • On a personal note...Cyndi is the proud mother of two amazing kids: Danielle and Dylan who keep her on her toes! In her free time, she loves to go kayaking, road biking, mountain biking & glamping.
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Adam Julius

Adam Julius

Financial Planning Assistant

Qualifications

  • Bachelor of Science in Business Administration, University of Missouri St. Louis (UMSL) 2019

Roles & Responsibilities

  • Adam assists our team with day to day tasks, while gaining valuable experience in the financial world.
  • Adam's interests include listening to music, reading books, exercising, watching the Blues play hockey and cooking!
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Alyson Herold

Alyson Herold

Administrative Assistant

Qualifications

  • Fort Zumwalt South High School

Roles & Responsibilities

  • Assists with day to day tasks.
  • Allie loves camping, photography, boxing, and spending time with her family and friends!
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