About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Working Together for Your Wellbeing

We look forward to helping you achieve your financial goals.

William B. Barnes, CFP

Senior Financial Advisor
Senior Vice President - Investments

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William B. Barnes

, CFP

Billy believes that trust is the cornerstone of every successful advisor-client relationship. As a Senior Financial Advisor, he guides clients through the full spectrum of wealth accumulation and preservation, using a holistic approach that integrates each individual’s unique relationship with money and their personal and family goals.

Billy is a CERTIFIED FINANCIAL PLANNER® practitioner and a proud member of the Forbes Best-In-State Wealth Management Teams for both 2024 and 2025. He earned his degree in International Economics and Finance from The Catholic University of America in Washington, DC, where he also served as captain of the Men’s Basketball Team.

A native of Williamsburg, VA, Billy remains deeply connected to his roots. Outside of work, you’ll often find him on the water—fishing, relaxing, and enjoying the outdoors.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).Review award disclosures

Senior Financial Advisor
Senior Vice President - Investments

Billy.b.barnes@wellsfargoadvisors.com

(757) 258-1686

CFP

Julie Holstrom, CEPA

Senior Financial Advisor
Vice President - Investment Officer

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Julie Holstrom

, CEPA

Julie is deeply committed to empowering clients through thoughtful wealth planning and education. As a Senior Financial Advisor, she partners with individuals and families to create comprehensive, personalized investment plans aligned with their unique goals—whether personal, familial, or estate strategies. Her areas of focus include retirement income strategies, risk management, investment management, and portfolio design.

As a Certified Exit Planning Advisor (CEPA), Julie also works closely with business owners to develop and refine strategies for growth and successful business transitions.

Originally from Richmond, Virginia, Julie is a proud graduate of the University of Richmond. She has called Williamsburg home since 2004, where she lives with her husband, Ted, and their three children—Hannah, Grace, and Edward. Outside of work, Julie enjoys traveling, staying active through sports, and spending quality time with family and friends.

Senior Financial Advisor
Vice President - Investment Officer

Julie.holstrom@wellsfargoadvisors.com

(757) 258-1661

CEPA

Nick Louridas, CFP, ChFC

Senior Financial Advisor
Vice President - Investment Officer

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Nick Louridas

, CFP, ChFC

Nick brings over 25 years of experience helping individuals and families make confident financial decisions. He is a CERTIFIED FINANCIAL PLANNER® practitioner and ChFC® (Chartered Financial Consultant) and is dedicated to providing thoughtful, personalized guidance that supports each client’s unique goals.

Whether it’s building an investment strategy, planning for retirement, or protecting what matters most, Nick takes a clear, practical approach. He focuses on long-term, tax-smart planning that’s tailored to your needs and comfort level—always with an eye on helping you stay on track.

Using powerful tools and technology, Nick makes the planning process easy to understand and keeps you informed every step of the way. His goal is to help you feel empowered and supported as you work toward your financial future.

Originally from Wayne, New Jersey, Nick graduated from Montclair State University and has called Williamsburg home since 2015. He lives there with his wife Kristy and their two children, Christopher and Samantha.

Senior Financial Advisor
Vice President - Investment Officer

Nick.louridas@wellsfargoadvisors.com

(757) 258-1681

CFP, ChFC

Brady Rouse

Financial Advisor

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Brady Rouse

Brady is a Financial Advisor who believes that effective wealth management starts with a holistic approach. He focuses on building long‑term professional relationships grounded in communication, trust, and genuine understanding. Rather than viewing clients solely through the lens of their investment portfolios, Brady takes time to understand their lives, priorities, and personal definitions of financial success.

By learning each client’s story, he is able to integrate both short‑ and long‑term financial goals into a customized strategy tailored to their individual needs. Brady is committed to providing thoughtful guidance, personalized planning, and financial solutions that evolve alongside his clients’ lives.

Raised in Williamsburg, VA, Brady earned his degree from Appalachian State University. He has proudly served in the North Carolina National Guard as a Non-Commissioned Officer in the Combat Engineers since 2013. In his free time, Brady enjoys traveling, outdoor recreation and attending sporting events.

Financial Advisor

brady.rouse@wellsfargoadvisors.com

(757) 220-4546

Beth Balogh

Senior Client Associate

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Beth Balogh

Beth has been assisting clients of Barnes Investment Consulting Group for 28 years. Prior to joining Wells Fargo Advisors, she worked with Dun & Bradstreet, a business information corporation, for 17 years. With her experience and an uncompromising commitment to integrity, Beth brings a tremendous value to our team. She specializes in client relations, accounts administration and handling operational issues.

Beth grew up in Upper Darby Township in Pennsylvania and has been living in Williamsburg for 30 years with her husband Gary.

Senior Client Associate

Beth.balogh@wellsfargoadvisors.com

(757) 258-1676

Traci Foster

Senior Registered Client Associate
Assistant Vice President

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Traci Foster

With nearly two decades of experience in the financial services industry, Traci Foster brings a wealth of knowledge and a client-first mindset to her role as Senior Brokerage Client Assistant. She began her career at Wells Fargo as a Wire Operator and joined Barnes Investment Consulting Group in 2007 as a Client Associate. Her dedication to excellence and professionalism earned her the prestigious title of Wells Fargo Advisors Platinum Council Client Associate from 2012 through 2018—an honor reserved for top-performing Registered Client Associates within Wells Fargo Advisors.

Traci specializes in marketing and client relations, consistently delivering personalized service and strategic support to help clients achieve their financial goals. Her deep understanding of the industry, combined with her commitment to building lasting relationships, makes her an invaluable asset to her team.

Originally from Houston, Texas, Traci relocated to Virginia in 2000. Outside of work, she enjoys reading, traveling, and staying active at the gym. She has been happily married to her husband Mark for 20 years.

The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Senior Registered Client Associate
Assistant Vice President

Traci.foster@wellsfargoadvisors.com

(757) 258-1684

Duncan Garnett

Client Associate

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Duncan Garnett

Duncan began his banking career with Wells Fargo in 2009, quickly earning recognition for his ability to connect with clients and deliver exceptional service. His commitment to understanding individual financial needs led to a promotion in 2017 to Client Associate with Wells Fargo Advisors. In this role, Duncan continues to build lasting relationships, serving clients with confidence and care.

A native of Virginia’s Tidewater region, Duncan finds balance outside the office through travel, garden design, and kayaking. Whether exploring new landscapes or cultivating beauty at home, he brings the same thoughtful approach to his personal passions as he does to his professional work.

Client Associate

Duncan.garnett@wellsfargoadvisors.com

(757) 258-1691