Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Glenn Kenes

CRPC™, AIF®

Private Wealth Advisor

Managing Director
Learn more about Glenn Kenes Visit Glenn Kenes's website

Bryan Ludwig

CFP®, CRPC™, APMA™

Financial Advisor

Associate Vice President
Learn more about Bryan Ludwig Visit Bryan Ludwig's website

Bernardete Nunes

Financial Advisor

Learn more about Bernardete Nunes Visit Bernardete Nunes's website


Our 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

  • Notary Public
  • CA Insurance Lic#0B52617
  • Series 6 and 63 registrations

Roles & Responsibilities

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

Tara Cavrikas

Lead 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

  • Notary Public
  • CA Insurance Lic 0H81813
  • Series 6 & 63 registered

Roles & Responsibilities

  • Tara is primarily responsible for creating and maintaining our marketing and all our client events.
  • Her focus is to provide excellent client service to include regular client profile updates, scheduling meetings, and portfolio reviews, and many other practice specific duties.
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Jill Fairchild

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 enjoy 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 answering questions about statement and online guidance.
  • Jill will also be responsible for handling any processing of estates for the team.
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