The roots of the Gainline Financial Partners go back more than 40 years, when Claudia entered the broker training program at Merrill Lynch in Baltimore, MD. She relocated to Boulder, CO in 1980, where she began developing client relationships—many of which she retains today. John joined Claudia in 1997 after a successful career in the technology industry, where he honed the strong analytical and process management skills that he brings to the practice. In 2013, Paul joined the team, bringing his expertise in banking and asset management.
Claudia, John and Paul determined that they could best serve their clients by providing customized and personal service independent of large financial corporations, so they started Barkmeier Financial Consulting Group in 2016. In 2018 the firm was rebranded as Gainline Financial Partners, and Sonya joined the team as Operations Manager, bringing 20 years of experience in the financial services industry. Charlie followed in 2019 after nearly five years working in finance and strategy at a Fortune 500 company.
Today, Claudia, John, Paul, Charlie and Sonya serve their clients by providing wealth management expertise through client education, enacting a rigorous discovery process to gain a deep understanding of clients, and employing the disciplined use of an investment plan to help clients live life on their terms.