Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Richard D Barca, CFP®, CRC®
Financial Advisor
Richard D Barca has built a reputation as an advisor who goes the extra mile for his clients. For more than 40 years, he has provided professional investment advice to his clients and helped them to pursue their financial goals and...
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Kristen Keckeisen
Financial Advisor
As a second‑generation financial planner, Kristen Keckeisen was practically born into the profession. She is deeply committed to helping individuals and families take control of their finances, plan for the future, and work confidently...
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