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Mike Barrie

Founding Partner

Mike grew up in Machesney Park, IL and graduated from Eastern Illinois University with a degree in Speech Communication. While in College, Mike's interest in the investment world was sparked through insightful conversations with his, then, future father-in-law. In 2014, Mike transitioned from a career in radio broadcasting to financial planning.

Mike has earned designations as a Chartered Financial Consultant (ChFC) and a Chartered Retirement Plan Specialist (CRPS). Whether you're retired, nearing retirement, looking to maximize your investments, or planning for a major life event, Mike is dedicated to creating a cohesive financial strategy that considers all aspects of your life and goals.

In 2005, Mike and his wife, Jenny, settled in Oglesby, IL, where they raised their two daughters, Emma and Hannah. A passionate sports fan, Mike cherishes his trips to Milwaukee to cheer on the Brewers.

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