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Providing an enhanced level of service is paramount for Barry. Whether it's completing a comprehensive Insurance Needs Analysis to ensure you have the proper amount and type of insurance coverage, or completing advanced Estate Planning where minimizing your current taxes and future estate taxes are a major focus, you can be assured that Barry will pay attention to your individual needs and will work with you to devise the best solution.
Barry's personable approach and willingness to discuss your insurance needs in terms you understand is found to be very beneficial.
Barry has been involved in the financial services industry for over 12 years. He is a Certified Financial Planner and holds his Accidental & Sickness and Life Insurance licenses
 Bill Hall
Bill has been involved in the financial services industry since 1990. He holds his Accident & Sickness and Life Insurance licenses. Prior to entering the insurance industry, Bill operated his own small business for 10 years. His past experience gives him a strong appreciation for business and the important role that insurance plays in its success.
Individuals and business owners alike can benefit from Bill's knowledge and experience – from basic family planning to developing strategies that minimize taxes or maximize retirement income. Lives evolve and so does the purpose of insurance.
Bill is committed to meeting the needs of families and business owners in a friendly, professional manner. He strives to find a balance between protection and cost with the best interest of his clients in mind.
Kelli Richardson
Understanding members needs and ensuring they are protected in the event of an unforeseen occurrence is something that Kelli takes to heart. She has worked in the credit union system for more than 20 years, with much of that time spent training others to recognize the benefits of providing insurance solutions to credit union member-owners.
Kelli's priority is to work with individual members to ensure their entire portfolio is appropriate for their needs. In a professional and friendly manner, Kelli strives to develop a plan that will incorporate coverage and cost with the member's needs always in mind.
Kelli holds both her Life Insurance and Accident & Sickness License.
*Credential Financial Strategies Inc. is a member company under Credential Financial Strategies Inc., offering financial planning, life insurance, and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.
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