Carin Barnes brings a distinctive perspective to wealth management, combining financial planning with more than 15 years of experience as a marriage and family therapist helping individuals, couples and families navigate complex decisions and major life decisions.
As a Wealth Advisor, Carin helps clients bring greater clarity and structure to their financial lives. She believes effective financial planning is about more than just investments. Financial decisions are rarely simply mathematical; they are influenced by personal values, life experiences, family dynamics, ingrained paradigms, and the biases that influence how we perceive money, risk and the future. Carin's unique perspective helps her recognize those influence, ask better questions, and guide clients toward decisions that are both strategic and aligned with what matters most to them.
Carin especially enjoys working with women, business owners, medical professionals and individuals approaching important career or retirement transitions. Her approach is collaborative, practical and focused on helping clients move from uncertainty toward informed action.