•Financial Advisor
•Ameriprise Financial Services, Inc.
•MSFP, Master of Science Degree Personal Financial Planning
•CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner
•CRPC®, Chartered Retirement Planning CounselorSM
•I am licensed and registered to conduct business in NY, NC, OR, VT, CT, and MA.
My Approach
What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.
Areas of Focus
Retirement Planning Strategies
Investments
Tax Planning Strategies
Insurance
Retirement Income Strategies
Estate Planning Strategies
Education Planning
Women's Financial Strategies
Working Together
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
10 Years of Experience
Education
M.S., Personal Financial Planning, College for Financial Planning, Centennial, Co
B.S., Business Economics, State University of NY, Plattsburgh, NY
Community Participation
Pro Bono Co-Chair and Member of Financial Planning Association of Northeastern NY
Volunteer for Junior Achievement of Northeastern New York
Volunteer for Regional Food Bank of Northeastern New York
Volunteer Income Tax Assistance (VITA)/Tax Counseling for the Elderly (TCE)
Interests
•Spending time with family and friends, my wife Allie, and our two dogs Dexter and Brandy.
•Running
•Hiking
•Camping
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
Securities and investment advisory services offered through NEXT Financial Group, Inc. ("NEXT"), Member FINRA/SIPC. Kellman Barnes Financial Planning is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT. Due to various state regulations and registration requirements I am currently allowed to offer securities only to clients residing in AL, AZ, CA, CT, FL, GA, MA, MD, ME, MI, MN, NC, NJ, NY, OH, PA, SC, VA, VT. WWW.KELLMANBARNES.COM
Financial planning, investment management and insurance.
