KeatsConnelly, an award-winning, Phoenix-based wealth management firm that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has named Michael Barker its newest associate planner.
Barker will be responsible for assisting planners in drafting specialized financial plans and conducting financial analysis. Barker obtained his degree in economics from Brown University. A Phoenix resident, Barker enjoys reading, hiking and rock climbing in his spare time and is involved with the Tri-West Boys and Girls Club as well as Habitat for Humanity.
KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit www.keatsconnelly.com.