HOW DO WE GIVE BACK TO OUR PROFESSION AND COMMUNITY?
At our firm we believe in active involvement in our profession and community. Stephen and Kathie have both been philanthropically minded since they were teenagers, through college and the past 26 years of their professional lives. We are proud of our staff that they, too, are actively involved.
The definition of philanthropy is goodwill to fellowmen, especially active effort to promote human welfare. We feel that it is our responsibility to give back for what we have been given.
Although our activities are varied, our primary focus in giving back is in the area of business development and finance. It is much more than giving money. It is giving time to rolling-up our sleeves and helping individuals and organizations develop to their full potential.
Here are our current philanthropic projects:
Stephen Barnes, CFA, CFP®
- Xavier College Preparatory Endowment Advisory Board, Chairman
- Xavier College Preparatory Foundation Board
- First United Methodist Church Foundation Board
- First United Methodist Church Senior High Sunday School Teacher
- Chartered Financial Analyst Society, Member
- Financial Planning Association, Member
Kathie Barnes, CFP®
- Tax and Legal Seminar Planning Committee
- Central Arizona Estate Planning Council, Member
- First United Methodist Church Finance Committee, 2010 Stewardship Chairman
- Financial Planning Association, Member
Shelli Burton, IACCPSM
- Investment Advisory Compliance Professionals Roundtable, Member
Daniela Urs, CFP®
- Charity Cup Ministries, Phoenix Chapter Financial Coordinator
- Charity Cup Ministries, Girls of God Mentor
- Financial Planning Association, Member
- Young Financiers, Member
Kathleen Boubek
- Neighborhood Watch Program, City of Glendale
