Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

 

Steven A. Barnes, CFP®, ChFC®, AEP®

Certified Financial Plannerâ„¢

(661) 322-9799

(661) 631-0655

[email protected]

After several years in management, Steve started his career in the financial services industry with a Fortune 500 company in 1986. After completing the CFP Professional Education Program from The College for Financial Planning in...

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Dani M. O’Donnell

Financial Planner

(661) 322-9799

(661) 631-0655

[email protected]

Dani O’Donnell is a Financial Planner and has been an associate with Barnes Wealth Management Group since 1997. As an advisor, Dani brings more than 20 years of investment advisory services, risk management services and financial...
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Ronald J. Church

Financial Advisor

(661) 322-9799

(661) 631-0655

[email protected]

Ron is an Investment Advisory Representative of Barnes Wealth Management Group and has over 25 years in the financial services industry and since 2000 has focused on retirement plans for businesses. In 2011, Ron started Ironwood...
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Scott C. Barks

Financial Planner / Long-term Care Specialist

(661) 322-9799

(661) 631-0655

[email protected]

Scott provides clients with advice on retirement planning, estate preservation and investment management. His approach to financial guidance seeks to educate first, which he believes results in clearer, more confident financial...
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Jordan D. Lewis

Financial Planner

(661) 322-9799

(661) 631-0655

[email protected]

Jordan is an experienced financial advisor, eager to work with you to ensure you and your family’s financial future. Since getting his start as an advisor in 2007, Jordan' has worked with clients of all sizes and from all walks...
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Claudia J. Norman

Operations Manager

(661) 322-9799

(661) 631-0655

[email protected]

Claudia brings over a decade of service to Barnes Wealth Management Group as Operations Manager. In this role, Claudia is responsible for oversight of all firm operations and technology. She initiates all account paperwork and manages...
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Michelle D. Gomez

Administrative Associate

(661) 322-9799

(661) 631-0655

[email protected]

Michelle graduated from California State University, Fresno with a degree in Business Administration. She is a Notary Public. Michelle has been with BWMG for over 9 years serving as an Administrative Associate. Her duties include...
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Crystal Tobiasen

Office Manager

(661) 322-9799

(661) 631-0655

[email protected]

As Office Manager at Ironwood Retirement Plan Consultants, Crystal actively manages Ron’s calendar and coordinates all movement as it relates to his day-to-day activities as well as handling key administrative and servicing...
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Diana M. Ontiveros

Administrative Assistant

(661) 322-9799

(661) 631-0655

[email protected]

Diana joined Barnes Wealth Management Group in August 2016 as an Administrative Assistant. Her duties consist of data entry, front desk and daily operations, scheduling meeting appointments, and client relations. She speaks English and...

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