Barry, raised in Kaukauna, is a graduate of the University of Wisconsin – Oshkosh where he was a member of the track team. He completed coursework at the Wharton Business School at the University of Pennsylvania and is a Certified Financial Planner. Barry is a Managing Director at Nicolet Wealth Management. Barry appeared on Barron’s list of the Top 1,200 Financial Advisors in America from 2011 to 2022 and was recognized as one of America’s Top Wealth Advisors by Forbes magazine from 2018 to 2022. He volunteers his time and leadership to several organizations. He currently serves on the Board of Directors of the Boys and Girls Club of Greater Green Bay and the Green Bay Area Catholic High School Foundation. In the past he has served on the Finance Council of Resurrection Parish, Jackie Nitschke Center Board and volunteered for the Bay Lakes Council Boy Scouts of America.
Barry and his wife Cheryl reside in De Pere and have 4 wonderful sons.
Barron’s: Top 1,200 Financial Advisors in America. Barron’s magazine selects its “Top 1,200 Financial Advisors in America” from a pool of over 6,000 nominations using quantitative and qualitative criteria. Advisors in the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. The rating is not representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Barron’s does not receive compensation in exchange for being included on this list. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Forbes: America’s Top Wealth Advisors. Forbes publishes its list of “America’s Top Wealth Advisors” annually from August-September, based on data as of the end of March/June of that year. Data is provided by SHOOK Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings and an algorithm that factors, among other considerations, client retention, industry experience, compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Investment performance is not a criterion because, among other reasons, client objectives and risk tolerances vary. Rankings are based on the opinions of Forbes and are neither representative nor indicative of any one client’s experience, past or future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. Neither Forbes nor SHOOK Research receive compensation in exchange for being included on this list. For more please see www.SHOOKresearch.com. SHOOK is a registered trademark of Shook Research, LLC. All rights reserved.
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Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.
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