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Jeff Barker

Jeff helps his clients develop an investment plan that is designed to provide for a secure retirement.  He will guide clients through all the investment phases of life, with a focus on wealth creation, tax efficient distribution and customized transfer strategies. Jeff works closely with his clients to help maintain a secure retirement throughout their lives.

Jeff has over 31 years experience helping hundreds of clients achieve their retirement goals.  He has earned the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and the Certified Fund Specialist (CFS) designations.

Jeff enjoys spending time with his two daughters.  His oldest daughter is studying to be a dental hygienist and his youngest graduated high school Spring 2019.  In his spare time, he enjoys traveling and photography.

Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Barker Financial Services and Securities America are separate entities.

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