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Our Associates

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Associates

Adam Barnai

Your Portfolio Manager


Adam Barnai is the owner and registered investment advisor representative of Barnai Asset Management LLC. He provides initial and ongoing investment advice, and builds and manages client portfolios to help his clients achieve their...

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Caitlin Erwin

Administrative Assistant


Caitlin Erwin is the administrative associate for Barnai Asset Management LLC since the spring of 2015. She coordinates and executes administrative, technical and design projects to ensure a positive client experience. Caitlin manages...
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