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6160 Central Avenue North Suite 200 St. Petersburg, FL 33707

(727) 275-2244
pbarrier@xxifinancial.com
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Preserve What Matters Most

Striving for more financial confidence may allow for more enjoyment of wealth.

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YOU Are Our Specialty

Every client is different, their Financial Plan should be too.

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We Rise By Lifting Others

Honesty, integrity, and trust are the cornerstones of our practice.

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The Resources of a large firm with the Personal Attention of a small practice

The Resources of a large firm with the Personal Attention of a small practice

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Retirement Planning

Retirement Planning

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Investment Management

Investment Management

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Tax Strategies

Tax Strategies

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Estate Planning

Estate Planning

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Asset Preservation

Asset Preservation

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Wealth Accumulation

Wealth Accumulation

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Small Business Planning

Small Business Planning

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Meet Our Team:

Charles Parkes

Charles Parks**, CLU ®, ChFC ®

Chief Executive Officer

Pegge Barrier

Pegge Barrier

Executive Vice President of Wealth Planning

Alan Barrier

Alan Barrier

Chief Operating Officer

Tim Hoppes

Tim Hoppes

Financial Professional

(813) 230-6518

Daniel O'Connell

Financial Professional

(941) 539-3267

Brad Martin

Brad Martin

Sr. Vice President of Investment Management

Rosa Haye

Rosa Haye

Office Manager

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