Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, 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.
Request a consultation

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Investment Management

Awards & recognition

  • Glenn Kenes, Forbes Best-in-State Wealth Advisors, 2021, 2022
  • Glenn Kenes, AdvisorHub Solo Practices to Watch, 2022
  • Barber Kenes Retirement Solutions, Ameriprise Client Experience Award, 2021
  • Glenn Kenes, Ameriprise Circle of Success, 2016, 2017, 2018, 2019, 2020, 2021
  • Glenn Kenes, Five Star Wealth Manager, 2017, 2018, 2019, 2020, 2021, 2022

Community participation

Our team is committed to our local communities and we are proud to be involved with or support the following organizations and more:

Boys and Girls Club of Placer County

Auburn Gold Country Rotary

Auburn Rotary

American Red Cross

Auburn Placer Performing Arts Center

Sutter Hospital Foundation

Auburn Host Lions

Boy Scouts of America: Troop 783 & Pack 787

Auburn Symphony

...and more.