Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Managing Partner

Louis T. Barberio, III (**)

President & Senior Partner

(609) 926-3100 x207

LBarberio@BarberioFS.com

Personal Quotation: “Because most people are not trying to get rich with their money in retirement, they just want to be sure they are never poor.”

Richard Micliz, CFP - In partnership with Comprehensive Planning Concepts

Managing Partner

609-926-3100 Ex.204

609-926-3131

rmicliz@planwithcpc.com

Personal Quotation: “An investment in knowledge pays the best interest.” — Benjamin Franklin Why did you get into the Financial Services Industry? I have always been drawn to financial planning. In college, I was fortunate to be...

Associates

Claire B. Kuhar, CPA (**)

Associate

609-926-3100

CKuhar@BarberioFS.com

Personal Quotation: “With a little bit of planning today, your tomorrows will be sunnier.”

Michael McClelland, CFP®, RICP®(**)

Associate

(609) 926-3100

MMcClelland@BarberioFS.com

Personal Quotation: “Ordinary things done with consistency produce extraordinary results.”

Director of Advanced Planning

James Cooney

Associate

609-926-3100

Where did you go to school & what certifications do you have? I went to Providence College and have my CFP, ChFC, CLU, and FSCP designations Favorite Book: Three Body Problem by Cixin Liu Favorite Sports Teams: NY Rangers, Giants,...

Office Staff

Kaitlyn Decker

Office Manager

(609) 926-3100 x211

KDecker@BarberioFS.com

Personal Quotation: If better is possible, good is not enough. - Benjamin Franklin

Nicole Bergstrom

Client Service Associate

609-926-3100

NBergstrom@barberiofs.com

Personal Quotation: The secret to success is to start before you're ready-Marie Forleo Why did you get into the Financial Services Industry? I want to help people plan for the future. Where did you go to school & what certifications do...

Renee Leopardi

Administrative Assistant

609-926-3100 x210

RLeopardi@BarberioFS.com

Personal Quotation: The meaning of life is to find your gift. The purpose of life is to give it away. - Pablo Picasso Where did you go to school & what certifications do you have? Growing up in Cincinnati, Ohio, after graduating...