Experience

Arrowroot Family Office

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director; Partner

  • May 2022 - 1 year 8 months

  El Dorado Hills, California, United States



Lagunitas Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Client Care Lead; Head of Insurance Services: Life, Medicare, Long Term-Care

  • Jun 2013 - 10 years 7 months

  Folsom, CA 95630 Throughout my career in financial services, I have worked primarily with senior citizens to help them manage their finances and plan their futures with insurance. Whether it's helping clients find the Medicare plan that's best for them, or guiding them through budgeting for their day-to-day lives, I strive to always put clients first. By listening to each person patiently, it allows me to offer custom solutions to their most important needs. Above all, my communication and honesty are what I… Show more Throughout my career in financial services, I have worked primarily with senior citizens to help them manage their finances and plan their futures with insurance. Whether it's helping clients find the Medicare plan that's best for them, or guiding them through budgeting for their day-to-day lives, I strive to always put clients first. By listening to each person patiently, it allows me to offer custom solutions to their most important needs. Above all, my communication and honesty are what I stake my reputation on. In addition, I provide all account related services and support to the asset management clients here at Lagunitas Asset Management. There are no details too small when helping clients with our custodians at Charles Schwab and TD Ameritrade. I pride myself on making it easy for them, whether it's organizing asset transfers, or helping each person through the heft of the paperwork that's all too common these days in financial transactions.

• CEO; Head of Financial Legacy Planning & Insurance: Medicare, Life, Long-Term Care

  • Jun 2017 - Apr 2022

  Folsom, California As the CEO of a Boutique Investment Firm, Ms. Barry wears many hats. For more on the story of her Firm and where she plans to take it, follow Lagunitas on all social media platforms @LagunitasIQ.



CONCERT Wealth Management, Inc.

• Operations Manager

  • Jan 2011 - Jun 2013

  Folsom, CA