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Our Team

How We Work

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 Partners

Louis T. Barberio, III (**)

President and Managing Partner

(609) 926-3100 x207

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.”

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McClelland, CFP®, RICP®(**)

Managing Partner

(609) 926-3100 x204

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

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Christian Becerra (*)


609-926-3100 x206


Personal Quotation: “When you want something, all the universe conspires in helping you achieve it.”

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Claire B. Kuhar, CPA (**)



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

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Office Staff

Kaitlyn Decker

Office Manager

(609) 926-3100 x200

(609) 926-3131

Personal Quotation: "If I am not for myself, who will be for me? If I am not for others, what am I? And if not now, when?" - Rabbi Hillel

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Renee Leopardi

Administrative Assistant

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...

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