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Barry Rhea, CFP®, ChFC, CLU, CEPA

Partner

Barry’s passion is helping individuals and business owners build a legacy for future generations. Whether your needs are asset and risk management, funding retirement, or succession and estate planning, Barry has the insight to help you accomplish your goals. Barry is one of the few licensed Exit Planning Institute Advisors in Alabama. This certification gives him the expertise to assist business owners in developing a successful exit strategy.

Barry has over 19 years of estate planning experience and has been an invaluable resource to our clients since he joined our team in 2006. Barry graduated from Mississippi State University with a Bachelors of Business Administration, and he is also a graduate of the American College, the College of Financial Planning, and the Exit Planning Institute.

Barry and his wife Lauren have three children, Charley, Caden, and Elizabeth. Barry is the director of the Shelby County National Wild Turkey Federation Chapter. They are active members of Church of the Highlands.

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