Barry Rhea, CFP®, AEP®, CHFC®, CLU®
Partner, Chief Compliance Officer
Barry is passionate about helping individuals and business owners create lasting legacies for future generations. From asset and risk management to retirement funding, succession planning, and estate strategies, he provides thoughtful guidance tailored to each client’s goals. His primary focus is helping business owners develop and execute successful exit strategies that protect what they’ve built and position them for the future.
With more than 25 years of experience in estate planning, Barry has been a trusted resource to clients since joining the team in 2006. He earned a Bachelor of Business Administration from Mississippi State University, and has continued his professional education through The American College of Financial Services, College for Financial Planning, and the Exit Planning Institute.
Barry and his wife Lauren have three children, Charley, Caden, and Elizabeth, and one grandchild, Rhea. They are active members of Grace Life Baptist Church and are very involved with North Mississippi Emmaus.