The Barrett Financial Team
Mark Barrett, CFP® President
Mark Barrett is a CERTIFIED FINANCIAL PLANNERTM professional and the owner and president of Barrett Financial Services. Since 1983 he has served a broad range of individuals, families and business owners seeking to align their financial and lifestyle goals and values.
Mark Burns, CFP®
Mark Burns is a CERTIFIED FINANCIAL PLANNERTM professional and longtime resident of Paradise, CA where he has lived for nearly five decades. For more than 20 years, he has focused on helping families, corporate executives and business owners in Paradise and surrounding communities…
Lionel Valley, CFP®
Lionel Valley is a CERTIFIED FINANCIAL PLANNERTM who has been serving clients since February 1997 as a registered representative of LPL Financial. Prior to joining Barrett Financial Services, Lionel enjoyed a successful career of more than thirty years with Wells Fargo Bank…
Derek L. Hastings, CFP®
Derek Hastings is a CERTIFIED FINANCIAL PLANNERTM with Barrett Financial Services and has been providing personalized, comprehensive financial planning since 1995. Derek is dedicated to guiding his clients in the pursuit of their goals and dreams in life through thoughtful planning aligned with client goals.
Kim N. Huber, CFP®
Kim N. Huber is a CERTIFIED FINANCIAL PLANNERTM and Investment Advisor with over 20 years of experience working with business owners, women and families. I strive to deliver more than just a good return on your investments. I am also dedicated to guiding you through life’s critical financial junctures. I get to the heart of the issues and strive to make the complex simple.
Deborah Barrett, CFO
Deborah Barrett is the Office Manager and Chief Financial Officer of Barrett Financial Services since 1986. Deborah handles the bookkeeping, payroll and facilities management duties, as well as regulatory record keeping and filing requirements.
Gail Engler, Client Services Specialist
Gail Engler is our Client Services Specialist and Mark Barrett’s assistant. Gail has been with Barrett Financial Services since 1987. As Client Services Specialist, Gail assists our clients with any service item or non-trading issues that they may have.
Tawnia Haydon, Office & Event Coordinator
Tawnia Haydon is the Office & Event Coordinator.