James Ball is also the founder and president of Tee It Up For The Troops, Inc. a local and national golf event that raises money to support organizations that assist the fallen and disabled members and their families of US Armed Forces. BC&I Wealth Management is pleased to announce the addition of Barry Minsker, CFP® to our firm. Barry has worked in the financial services industry for seven years and attained his CFP® certification in 2007. Barry currently manages over $15 million in assets and will transition his clients to BC&I. Our firm is looking to the future as our current clients enter retirement. "Fee based financial and income planning for retirees will certainly be a primary focus, and Barry Minsker will help us in that process," Schumacher said. Barry is the former chairman of the Eagan Foundation and a board member of Eagan Traveling Basketball. Barry and his wife Jennifer have two children and have resided in Eagan the past 15 years.
BC&I is committed to creating and maintaining life long client/advisor relationships. We understand that our client's faith, family and community are an integral part of the financial and investment planning process. We believe it is our responsibility to continually support those values through trust, integrity and service.
We believe that investing is your future, and it's time for a new approach, a Balanced approach. As your investment representatives, we will serve as your personal financial coaches and guide you through every step of the investment process. Our collaboration with SII Investments, an independent Broker/Dealer, allows us to expand our investment offerings to both business and individuals. We are backed by experts in the key areas of investment management and portfolio design to include a combination of Strategic, Tactical and Traditional Asset Allocation based on overall financial goals, time horizon and risk tolerance. |
