Barney Packard II

CFP®
Financial Advisor
First Vice President, Investments

  • 14 years of industry experience
  • Responsible for investment management and financial planning strategies
  • Bachelor of Science from Purdue University in Financial Counseling and Planning

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.