Variable Annuities
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Our Team of Trusted Financial Professionals CFA®, CFP®, ChFC, CLU, Founder Chief Operating Officer Chief Investment Officer, CFA® Co-Chief Investment Officer, CFA®, CFP® Chief Compliance Officer Director of Market Development
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With more than 25 years of experience in the financial services industry, Barry C. Wheeles has a unique and diverse background that includes roles in the retail financial advisory side of the business, as well as the business development side, through his work expanding national territories and multi-state branch offices. Barry has held several sales