The roots of the Gainline Financial Partners go back more than 35 years, when Claudia entered the broker training program at Merrill Lynch in Baltimore, MD. She relocated to Boulder, CO in 1980 and retains many of her original clients today. John joined Claudia nearly 20 years ago after a successful career in the technology industry, he brings strong analytical and process management skills 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 the 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.
Today, Claudia, John, Paul, and Sonya serve their clients by providing wealth management expertise through education, a rigorous discovery process to gain a deep understanding of clients, and through the disciplined use of an investment plan to help clients live life on their terms.