Barry, raised in Kaukauna, is a graduate of the University of Wisconsin – Oshkosh where he was a member of the track team. He completed coursework at the Wharton Business School at the University of Pennsylvania and is a Certified Financial Planner. Barry is a Managing Director at Nicolet Wealth Management. Barry has been recognized by Barron’s magazine’s annual ranking of America’s Top 1200 Financial Advisors in America from 2011 to 2022. Additionally, he was recognized by Forbes magazine from 2018 to 2022 as one of America’s Top Wealth Advisors. He volunteers his time and leadership to several organizations. He currently serves on the Board of Directors of the Boys and Girls Club of Greater Green Bay and the Green Bay Area Catholic High School Foundation. In the past he has served on the Finance Council of Resurrection Parish, Jackie Nitschke Center Board and volunteered for the Bay Lakes Council Boy Scouts of America.
Barry and his wife Cheryl reside in De Pere and have 4 wonderful sons.
Investment and insurance products:
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.
Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.
Trust services are offered through Nicolet National Bank, a national bank with trust powers.
Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.
Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.