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Meet The Team

  • STEPHEN BARNES, CFA, CFP®

    Portfolio Manager

    Chief Compliance Officer

    STEPHEN BARNES, CFA, CFP® Stephen is a CFA® charterholder and Certified Financial Planner™.  He holds a Bachelor of Science in Business from Grand Canyon University, with an emphasis in economics. Stephen is our Chief Investment Officer and Chief Compliance Officer.

    Stephen has extensive writing and speaking experience. As a writer he has been a contributor to the Motley Fool and has published a popular monthly newsletter, Arizona Stock Analysis. Stephen has been tapped for speaking engagements at the Arizona State Bar’s Annual Meeting, KFNN’s Radio Talk Show, the Arizona Utility Investors Association, Arizona Republic Investment Strategies Forum, Financial Planning Association Retreat, Financial Planning Association Success Forum, Investor Cruise, Phoenix Society of the Financial Planning Association, and the Phoenix Society of Financial Services Professionals. He is frequently a resource for finance and business reporters at The Arizona Republic and numerous web-based publications.

    Stephen was inducted into the Grand Canyon University Academic Hall of Fame for the Colangelo College of Business in 2014. This award is given annually to one alumnus from each college who has distinguished themselves since graduation and exemplifies the GCU spirit.

    Professional and Community Service

    Current

    • Desert Schools Federal Credit Union Board of Directors
    • Grand Canyon University Colangelo College of Business, Dean's Business Advisory Council
    • CFA Institute
    • Financial Planning Association
    • Financial Peace University, Coordinator

    Past

    • Desert Schools Federal Credit Union Supervisory Committee
    • Desert Schools Financial Services Board of Managers
    • Arizona State Treasurer’s Office Board of Investment
    • Xavier College Preparatory Foundation Board of Directors, Investment Advisory Board, Chairman
    • Xavier College Preparatory, 2010 The Spirit of Service Award
    • First United Methodist Foundation Board of Directors, Investment Committee, Chairman
    • First United Methodist Church of Phoenix, College/Young Adult Teacher
    • Institute of Certified Financial Planners Board of Directors

    Stephen and Kathie Barnes have been married for 29 years. They have one daughter, Stephanie, age 26.

  • KATHIE BARNES, CFP®, MC

    Relationship Manager

    KATHIE BARNES, CFP®Kathie is a Certified Financial Planner. She holds a Bachelor of Arts from the University of Northern Iowa and a Master of Counseling from Arizona State University. Kathie is our Senior Financial Planner. Her focus is on retirement planning, legacy planning, and financial literacy.

    Kathie is the author of Feminine Finance™, a program that she has written and developed for over 30 years. This program is dedicated to empowering women by increasing their financial awareness, skills, and confidence. Because of her expertise, Kathie has been involved in several exciting media ventures. She was a writer for “The Women’s Investment Center, a website launched by CNBC. She was also selected by FOX 10 Phoenix to give 50 weeks of financial advice on their early morning news program, “Arizona Morning.”

    Professional and Community Service

    Current

    • Central Arizona Estate Planning Council
    • Valley Estate Planners
    • Financial Planning Association
    • Financial Peace University, Coordinator
    • Desert Southwest Conference of the United Methodist Church, Board of Pension and Health Benefits

    Past

    • Financial Planning Association, Past Board Member
    • Central Arizona Estate Planning Council, Past Board Member
    • National Association of Estate Planning Council, 2008 Convention Host Committee
    • First United Methodist Foundation Board of Directors, Past Chairman
    • Desert Southwest Conference of the United Methodist Church, Mission Stewardship Task Force
    • First United Methodist Church of Phoenix Finance Committee, Stewardship Chairman, raising $1.1 million for 5 consecutive years
    • University of Northern Iowa Foundation, Power of the Purse, Guest Speaker 2010
    • Xavier College Preparatory, Co-author of Financial Literacy Curriculum
    • Madison School District, Financial Oversight Committee, Madison #1 Middle School Tax Credit Coordinator

    Kathie and Stephen Barnes have been married for 29 years. They have one daughter, Stephanie, age 26.

  • ANN PICKRELL

    Client Services Manager

    Ann Pickrell Ann comes to our office bringing a background in marketing and website development, as well as a passion for personal finance. She graduated summa cum laude from Northern Arizona University, with a Bachelor of Science in Public Administration. Ann is currently attending Boston University's Certified Financial Planner program, and is excited to put it to use at Barnes Investment Advisory, Inc.

    Ann has gravitated towards community service in her career, and has worked around the state of Arizona, first spending a year of service with AmeriCorps VISTA, then moving to Prescott where she worked in healthcare. Her passion for sports led her to work in hockey, developing websites and writing for a minor league team, and working for the NHL's Arizona Coyotes in their 501(c)(3), Coyotes Charities. She returned to community service again to work for the John C. Lincoln Health Foundation. A fifth generation Arizonan, Ann is excited to live and work in her home town, pursuing a career in personal finance.

  • JACOB HEISLER

    CPortfolio Manager Assistant

    Jacob Heisler A new member of our team, Jacob is currently a senior at Grand Canyon University. He is studying for a Bachelor’s of Science in Finance and Economics.

    Jacob is originally from Lodi, California. Previously, he worked as a Desktop Technician at GCU, having started there as an intern. Jacob supports portfolio management, financial planning, and all aspects of client services. He has enjoyed his few years in Phoenix, and will stay in Arizona when he graduates. Jacob and his fiancee Hannah will be married in August.

  • BRUCE McNAUGHT

    Business Manager

    BRUCE McNAUGHTBruce McNaught brings an extensive background to our firm in both corporate and personal finance. He holds a Bachelor of Science Degree in Business Administration from Grand Canyon University and a Bachelor of Science Degree in Business Management/Accounting from California State Polytechnic University, Pomona, CA.

    Bruce enjoys boating, cycling, fishing, and traveling. He is an instrumental and vocal enthusiast of classical, jazz, and gospel music. He has an excellent tenor singing voice. When time permits he enjoys singing in church choirs and barbershop quartets!

  • ALINA CHIRA

    Executive Assistant

    ALINA CHIRAA native of Brasov, Romania, Alina moved to Phoenix in 2005 and loves it here.

    Prior to joining Barnes Investment Advisory, Alina volunteered across southern Africa with Youth With a Mission. She worked in high schools mentoring and counseling homeless and underprivileged teens, and creating sports programs for them. She also spent time with the organization in Netherlands. In Arizona, Alina has worked for Sky Harbor Airport's Volunteer program as a program coordinator. She has also worked in health care as a caretaker. Here at Barnes Investment Advisory, Inc., Alina’s role is to welcome everyone to our firm as the face and voice of Barnes Investment Advisory, Inc. She is our office administrator, handling requests from numerous people with resourcefulness and efficiency. She manages our client appointments and scheduling, and answers general questions about our office.