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.


Our advisors

Advisor photo for Glenn Kenes

Glenn Kenes

CRPC™

Private Wealth Advisor

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

Bryan Ludwig

CFP®, CRPC™, APMA™

Financial Advisor

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


Our team

Heather Swanson

Heather Swanson

Client Service Associate,

Practice Manager

Personal Intro

Heather joined the Barber Kenes team early in 2014. She brings over 25 years experience in the financial industry including mortgage financing and business experience. She prides herself in her client relationships and her high ethical standards. Originally from Cape Cod, MA she now resides in the foothills of Northern, CA with her husband. Heather is an outdoor enthusiast and an accomplished equestrian.

Qualifications

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

Roles & Responsibilities

  • Heather is our team's Client Relationship Manager. Her responsibilies include assisting clients with paperwork, Ameriprise online, service related issues and scheduling review meetings
  • Heather is also responsible for our Marketing and planning our Client events.
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Tara Cavrikas

Tara Cavrikas

Client Service Associate,

Operations Specialist

Personal Intro

Tara joined our team in April of this year and will be handling much of our team's operations and will work closely with our clients. She has 13 years of experience in finance , from banking to the securities industry. Tara resides in Auburn with her husband, Brian and their son Caden. Tara and her family enjoy camping and riding quads. Tara has been a Rotarian for almost 4 years.

Qualifications

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

Roles & Responsibilities

  • Tara is the operations specialist on the team. Her responsibilities include daily transactional business such as money movement, new accounts, research and answering general questions
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