Meet the Investment Team
As the founder and leader of CFAA my job is to see that the mission of CFAA is empowering Christians on a daily basis to make God pleasing decisions in how they give, spend, save and invest and that the vision will fund the Kingdom all for the glory of Jesus Christ. It is also my duty to daily follow the guidelines given to a leader and overseer as laid out in 1 Timothy 3:1-12 which I would invite you to get your Bible and read. Proverbs 15:22 “Plans fail for lack of counsel, but with many advisers they succeed.”
I am a Registered Representative as well as a CERTIFIED FINANCIAL PLANNER Professional. I am involved in all that CIS has to offer. I conduct client account reviews and meet with prospective clients for investment opportunities. Before joining CIS in 2002, I was an educator in Math and Computer Science. My wife, Patty, and I have two amazing girls and have been married since 1988.
I have been with [the firm] since 2002. My responsibilities are to oversee the Client Services Department. This includes preparing and processing paperwork for new accounts as well as existing ones. I also conduct account reviews with clients, help to resolve account issues and keep up with all compliance regulations and licensing. I am also part of the CIS Management Team. Cerise, my wife, and I have two energetic boys and have been married since 1999.
I joined the staff of CIS in April of 2008 to assist Nathaniel with Client Services. I moved into the position of Office Manager in November of 2010. I work to ensure our office runs efficiently, handle bookkeeping, process payroll, assist Bob and coordinate our workshops and events. I graduated from Texas Lutheran University in 2007 with a degree in Business Administration specializing in Management.
As the Marketing Designer, I am in charge of designing all printed marketing materials which include the monthly newsletters, brochures, flyers, trade show exhibits, etc. I am the wife of the CEO & Founder of CFAA, Bob Barber. We have been married since 1984 and have three children and one son-in-law, Shawn Peters.
I joined CIS in May of 2008. I am licensed in the areas of securities, insurances and financial planning. I update account summaries and create software and technology for CIS. As of January 2010, trading management is also my responsibility. I graduated in May 2008 Summa Cum Laude from Liberty University with a degree in Business Finance. I married a wonderful, godly young lady, Jenna, in May 2009.
I have been with CIS since 2001. My duties include taking care of client projects. I also make sure the team at CIS has what they need so they can continue to provide excellent service to our clients. I have been married to my wonderful husband, Bob, since 1984 and we have one very talented daughter.
Since joining CIS in 2001, I have been Bob’s Sales & Marketing Assistant. This position has allowed me the wonderful opportunity of being the first to get to know those who call our office inquiring about our services. It is also my responsibility to call our existing clients to schedule account reviews or workshop attendances. My husband, Adam, and I have four daughters. Adam and I have been married since 1985.
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