John F Barnes, CFP®, ChFC®, CLU®

Wealth Management Advisor

Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Daniel Ryan Milligan

Daniel Ryan Milligan

Director of Planning
Office 704-442-4496

Originally from California, Daniel grew up in the Carolinas for most of his life and settled down in Charlotte in 2013.  While completing his undergraduate degree in California, he joined a local financial planning team and took a strong interest in holistic and comprehensive financial planning during this time.  He began training and coaching advisors as it relates to planning and investments as a part of his role with the firm.  Daniel moved to Charlotte in early 2013 to be closer to family and continue his career by joining John's practice.

Daniel fills a unique role on the team to help ensure high quality service to our clients through detailed financial plans.  He also shares responsibility with John for constructing optimal investment portfolios for clients which are tailored to their unique financial situation. He has spent several years becoming thoroughly educated on the financial planning concerns that impact our clients, including retirement income distribution, investment, income tax, estate, and insurance planning.  Daniel has earned the CERTIFIED FINANCIAL PLANNER tm  (CFP) certification, the Chartered Advisor in Philanthropy (CAP), the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and the Retirement Income Certified Professional (RICP) designations. Daniel also holds a Masters of Science in Financial Services (MSFS) with a concentration in Retirement Planning and Philanthropy.

Daniel enjoys traveling internationally when he can, but also loves spending time with his dogs, Scout and Bailey, running, volunteering at the Humane Society, and getting together with his family in Charleston, SC.


 
Sandra Buchanan Adkins

Sandra Buchanan Adkins

Director of Operations and Client Service
Office 704-442-4496

Sandy joined the practice in July of 2003 with years of experience in the industry since1986.  She is highly effective in addressing the needs of our clients and enjoys giving service with her “caring and personal” touch.

She first moved to the Charlotte area as a very young child, studied at Wingate University with emphasis in Accounting and Computer Science. She bought her first home in Waxhaw, NC in 1988.  In 2007, Sandy and her daughter, Kasey settled in Indian Land, SC where she lives today. 

Sandy is the Director of Operations and Client Service and is responsible for overseeing the operations of our organization.  Sandy wears many hats for our team.  Her responsibilities include the accounting of the practice, coordinating the workflow for our expanding clientele, and the servicing of our advisory accounts, while handling the day-to-day investment operations of the practice.

Sandy holds both her Series 6 & 63 securities licenses; as well as licensed in both NC & SC for Life, Health, Annuities, and Long Term Care insurance needs.

Sandy enjoys spending time with her daughter, Kasey whenever she can; as well as, family and friends.  She enjoys camping and traveling to the beaches and abroad whenever possible.  Her future adventures are sure to include the birth of her first grandchild due in October 2017.

 
Michele Imbach

Michele Imbach

Associate Financial Representative
Office 704-442-4496

Michele comes to us from northern California with 20+ years of banking management experience.  She holds her Life & Health and Long Term Care insurance licenses as well as Series 6 and 63 securities licenses giving her the breadth to assist clients in a variety of financial services.  As the newest member of the Barnes Financial Services Team, Michele transferred to us after 10 years' experience working with a Northwestern Mutual Wealth Management Advisor specializing in estate planning.

Michele and her husband relocated to Charlotte 13 years ago to enjoy their children and grandchildren.  She is passionate about cooking, gardening, biking, and travel.  She loves to share these activities with family and friends.  She along with her husband and faithful companion "Whoodle, aka Wheaton-Poodle" live in Waxhaw, North Carolina.

 
 

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