With more than 20 years of experience across public accounting, investment advisory firms, and an ultra-high-net-worth family office, Barry brings a breadth of perspective that directly shapes the comprehensive, integrated strategies he builds for clients. He focuses on making complex financial decisions clear and manageable, helping clients navigate the competing demands of career, family, and meaningful pursuits. 

Guided by a “maintain and fix” philosophy, Barry holds a belief that good financial planning is about anticipating problems, closing gaps, and addressing challenges to build something that holds. As both a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Public Accountant (CPA), he combines technical depth with strategic insight to deliver tailored recommendations aligned with each client’s goals and values.  

Barry spent nearly a decade as a partner at the Martin Worley Group before the firm merged with Sequoia in 2025. He graduated from the University of Nebraska with dual Bachelor of Science degrees in finance and accounting. 

Barry lives in Millcreek, Utah, with his wife who is an OB-GYN, their two children, and their Goldendoodle, Frankie. Outside the office, he enjoys traveling with his family, supporting his kids at sporting events, and tackling home improvement projects. An avid outdoorsman, Barry also enjoys skiing, trail running, fishing, hunting, and camping.