Barry has over 20 years of experience serving the needs of ultra-high-net-worth clients, family offices, foundations and corporate entities. As a private bank wealth advisor for over a decade, he not only managed the relationships of the bank’s most important clients, but he also worked with other private bank professionals, developing strategies to solve diverse financial situations. His work ranged from the banking, credit, insurance and trust areas to investment management and family office—ranking him in the Top 10 of Wells Fargo Private Bank Wealth Advisors. Barry’s decision in 2010 to establish Juncture Wealth Strategies was part of his continued effort to bring innovative, customized solutions to the complex needs of ultra-high net worth individuals, families and nonprofits. He continues to enjoy addressing all of his clients' unique needs in the professional and caring manner that has been his hallmark for over two decades.
The ability to connect with clients personally as well as professionally. I enjoy tackling the complex needs of people’s financial lives. I am passionate about providing succinct, easy-to-implement solutions that not only deliver financial clarity but also benefit our clients’ lives—and their family’s lives.
Being a committed and loyal husband, step-father, grandfather and friend. To lead a life filled with honesty, integrity and high moral standards. To lead by example, giving back to those who have supported me along the way and assisting those who are in need.
A 30 year Chandler resident, Jana has spent most of her career in the Financial Services industry. Prior to joining Juncture Wealth Strategies, she was a Financial Consultant at Fidelity Investments in the Private Client Group where she was responsible for providing financial planning and investment advice to over 450 local high net worth families and individuals. As a Certified Financial Planner, Jana believes that it is the “why” of wealth that matters most to her clients and their goals, and is known for being able to make the complex world of finance and investing understandable. When difficult times or decisions arise, she is confident that she has addressed the issues that can make or break a plan and her clients can have peace of mind through life changing events.
She is an Ohio native, where she graduated from Miami University with a Communications degree and later received a Certificate in Executive Financial Planning from The Ohio State University.
Jana enjoys sports and outdoor activities, spending time with her husband and their adult children and grandchildren, and socializing with friends in Arizona and San Carlos, Mexico.
Every day I get to help my clients achieve their hopes and dreams! As one of my clients told me recently, he said “you really care about my family and our future, not just the returns”… it is that relationship with my clients that I value, and will work tirelessly to provide guidance and holistic solutions within a relationship of trust and integrity.
To be the best wife, Mom, and Grammie to those I love most… to always remember to be both thankful and grateful to the people and events that continue to shape my life… to be open to learning something new each day…and never forget how important it is to pay it forward to someone who may need it more than you know.
Connor focuses on retirement, estate and tax planning strategies for individual and corporate clients. He graduated from Ohio University with a Bachelor of Business Administration in Finance and also received a Financial Planning Certificate. He has been working in the finance industry since 2014. Connor earned the CERTIFIED FINANCIAL PLANNER™ professional marks in 2017 as a result of his continued effort to find new ways to help clients reach their financial planning goals.
Working closely with clients to find solutions that bring clarity and peace of mind while developing lasting relationships built on trust and transparency.
My life is grounded in faith and family, and each push me to be a better person. I love my small town and how it has made me who I am, and I enjoy being able to give back.
I started out in the financial industry as a financial services representative at a small local bank in a little mountain town in 2006. That's where I first found my spark for finance, and my spark for mountains and hiking! In 2007 my husband and I moved from our little mountain town to Cincinnati, OH, and I moved from banking to financial planning and never looked back. I care deeply about my clients. I love seeing them achieve all the things they set out to do, and being a trusted advisor on their journey through life.
In my free time, you can find me reading, weightlifting, or cuddling up and watching a good TV series with my husband. Our three kids keep us on our toes, and constantly remind us why we want and need to leave the world a better place than we found it. And I'm also at the stage of parenthood where every Disney movie makes me cry (why do they all have to be so sad?!). My big goals in life are to travel to every continent to hike through mountain ranges and learn about different cultures, and to change the way the financial services industry serves women. I hope my journey will cross paths with yours one day.
Jack has over 20 years of tax consulting, wealth planning, and trust administration experience, all while working with high-net-worth clients and institutions. This includes implementing tax strategies at a national accounting firm, supervising client relationships at an asset management practice, and managing a trust team at a multi-national bank. Using those experiences, Jack joined his trusted friends in 2013 to “get the band back together” and serve clients the way we know it can be done.
As Chief Compliance Officer, Jack helps drive the transparency of what we do, verifying that all client needs are met in a fiduciary manner. Clients require confidence and clarity in all of our actions…operating with that goal in mind drives the entire Juncture team.
I really enjoying using my background as “The Interpreter” to bring a client from a polite, but uncomfortable, nod of understanding to an “aha” moment of awareness. Professionals have made this industry fraught with complexity, it’s my job to translate it into useable knowledge.
I am always in pursuit of the other perspective before I make a decision or judgement. If you get to know a person and understand their background and the shoes they’ve walked in, all of a sudden the world immediately around you seems more human.
Brad has over 20 years of experience managing investment portfolios for high-net-worth individuals and institutional clients. Brad’s experience valuing privately held companies, as well as his research in asset and risk allocations, has provided the foundation for his strategic perspective on investment methodologies. Brad’s decision to join Juncture was based on his desire to continue to research and implement leading-edge investment strategies to help clients achieve their financial goals.
Clients inspire my work! I continuously research new mathematical, statistical and scientific discoveries for application to the financial markets.
The inspirations in my life are: faith, family, friends and fitness. I have been exceedingly blessed in those areas and love to help others succeed in their lives as well!
Wanda Stapley has over 23 years of financial services experience. She has served in a variety of customer service, trading (both fixed income and equity) and managerial operational roles and has been working with Barry since the early 2000s. She prides herself in not only being a valued and trusted resource to the clients and the investment professionals she works with, but also in being a person who can solve difficult client account problems. Given her attentiveness and proactive approach to details, she oftentimes prevent those problems.
Having the privilege of working with wonderful people, coworkers and clients alike, is truly a blessing. I am thankful to have the opportunity to be a part of their lives. I have always enjoyed the challenge of learning something new every day. The pursuit of knowledge and the satisfaction of continuing to learn in a field that is ever changing is part of why I look forward to Mondays.
I look forward to Fridays for time with family and friends—from the perfect activity or adventure with the grandkids to the scrumptious family meals or the amazing summer day on the links or poolside with friends. The amazing cycles of work, home, family and friends and balance of ALL of the above is what inspires my life.
Tyler has been working in the finance industry since 2015. He began his career fresh out of college with Charles Schwab, trading equities and options for retail clients. This experience sparked a deeper, more technical interest in the global markets. His pursuit of a deeper understanding paired with practical application naturally led him to join Juncture. Tyler earned the right to use the Chartered Financial Analyst® (CFA®) designation in 2019.
The “how” and “why” are what drive me to continually hone my skills. I find joy in learning and using what I learn to help others.
To lead a life of integrity—saying what I mean and meaning what I say.
Kristen graduated from Arizona State University with a Bachelor of Science in Biology. She has almost 15 years of experience in the financial services industry and has served in a variety of roles as an administrative assistant and operations manager. She also spent a few years supporting advisors in her role as Advisor Services Specialist at Charles Schwab. Kristen’s track record of strong performance in the industry allows her to skillfully manage client relations and smooth operation of the firm.
Working with a team that always has the client’s best interest at heart. Having integrity in everything that we do and always working to provide our clients with the highest level of service they deserve.
I am always striving to be better than I was the day before and believe honesty, integrity and my faith will get me the farthest in life. I am determined to be the best mom to my three girls and the best wife to my loving husband. They inspire me every day to be a better person.