Receive e-mail updates
Sign up to receive financial tips and company news.
Greg has been advising on the financial needs of clients for over 25 years, and is quite pleased to be the newest owner of the EWM team. He spear-headed and currently oversees the Northville, Michigan branch. While he has clients across the country his primary focus continues to be growing our presence in Northville, Plymouth and surrounding suburban areas. Greg has a wealth of knowledge in a wide array of tax and accounting areas, including the ever more complex area of qualified and non-qualified retirement plans. He has co-authored and been a public speaker on many occasions. Greg has been happily married for over 25 years and currently resides in Northville with his wife and two sons. Greg is also active within his community. Primarily supporting children's based charities with his time and monetary donations.
I began my career in the financial services industry as a Relationship Banker with Bank One, in 1999. After achieving top producer status, in 2004 I was promoted to a Financial Advisor. In 2010 I became a Senior Financial Advisor, and in 2012, I joined the private bank JPMorgan. I am a family man who is blessed with three amazing children. We are all very active in soccer, and the kids keep myself, and Jen (my significant other) very busy. I am very passionate about helping those I work with, and I’ve always treated my clients like my family. After fifteen years in the financial services industry, I am thankful to have the opportunity to become an independent advisor and join the EWM team. I am driven daily by my faith, family, and passion for helping others.
Richard entered the securities industry in 1986 after teaching at Wayne State University where he did both his Masters and doctoral work. First, as an advisor with E.F. Hutton and Company, he was appointed as National Director of Institutional Consulting for Prudential Securities in New York City.
He joined Fox Asset Management in Little Silver, New Jersey as head of Research and Portfolio Management for Institutional accounts where he served major corporations, Municipal and Taft-Hartley accounts such as the City of San Antonio, Texas, the City of Philadelphia Board of City Trusts, the Adventist Health Systems of Sacramento, and Worthington Steel of Ohio.
Moving back to Michigan after the loss of his oldest child, he joined PNC Bank serving as Senior Portfolio Manager for Trust Assets, and then shortly thereafter as the Senior Manager of Investment Research for Captrust of Raleigh, North Carolina, before transitioning to a Private Wealth Advisor for Executive Wealth Management in Northville, Michigan. Additionally, Richard serves as adjacent for the Ilitch School of Business Department of Finance, Graduate Division.
Richard specializes in portfolio management for high net worth investors with concentrations in wealth planning and financial planning for the retirement field.
Kathy joined Executive Wealth Management of Northville in 2003 as an administrative assistant. She obtained and currently holds FINRA series 6 and State series 63 Licenses. Kathy received her associates degree in business administration from Oakland Community College in 1991. Currently Serving as a Registered Sales Assistant, her focus is to support Private Wealth Advisors with emphasis on providing excellent customer service.
When not in the office, Kathy enjoys spending time with her husband of 30 years and their children and grandchildren. Her passions include achieving optimum health through proper nutrition and exercise and supporting human rights efforts.
Jeffrey joined the Executive Wealth Management team early in 2012 while completing his Masters of Business Administration (focusing in Accounting) from Cleary University. While learning the “tricks of the trade” from one of the industries finest, Gregory J. Barber, Jeffrey has gained the niche for financial planning and is soaking up all the experience and knowledge to become a financial advisor. By helping the EWM Northville branch, Jeffrey helps out on every day operations, IT work, marketing projects, act as a liaison, and supports the Private Wealth Advisors manage their time by handling routine client inquires. While residing in Howell, he is often spotted on Lake Chemung boating and doing other water activities when the Michigan weather is right.
Lisa has been a part of the Executive Wealth Management of Northville for 15 years as the Chief Financial Officer. She has experience in overseeing accounting and finance functions for multitude of companies simultaneously including accounts payable, accounts receivable, debt and cash flow management. In addition, Lisa helps on day to day operations matters and performs multifaceted general office support. She has been happily married to Gregory Barber for over 25 years with two wonderful sons.
INVEST Financial Corporation, member FINRA/SIPC and affiliated insurance agencies offer securities, advisory services, and certain insurance products. INVEST is not affiliated with Executive Wealth Management, Fortunatus Investments, 401K GPS, Executive Financial Planning, TD Ameritrade or its affiliates, Atria Investments or its affiliates, or Modestspark or its affiliates. Advisory services offered through Executive Wealth Management a registered investment advisor.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
This site is for informational purposes only and is not intended to be a solicitation or offering of a security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualizes responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.