4701 Sangamore Road
Bethesda, MD 20816
What is your most treasured memory? Hiking the Milford Track, an ancient Maori walking path on New Zealand’s Southern Island.
When you are not at the office, you can often be found doing what? Attending The Washington Capital’s games and concerts, or listening to records around the house.
Where is your next adventure? My wife and I are heading to our honeymoon in Thailand and Cambodia. Between the temples, jungle and islands, I’m confident it will be beautiful. Beyond scenery, I’m excited step out of our comfort zone and experience the unique cultural atmosphere of south-east Asia.
What is your favorite quote and why? “When I was a boy and I would see scary things in the news, my mother would say to me, “Look for the helpers. You will always find people who are helping.” – Fred Rogers. With some of the tragedies that we’ve seen in recent years, Mr. Roger’s words are a comforting reminder that when challenged by circumstance, humans are capable of great compassion even at the risk of personal harm.
The one thing I couldn’t live without is music. I can’t imagine life without a soundtrack.
My friends always make fun of me for my collection of Crosby-style 1980’s sweaters.
Disclosures: Securities offered through registered representatives of The Strategic Financial Alliance (SFA), a registered broker-dealer, member FINRA, SIPC. Financial planning services offered through investment advisor representatives of Acorn Financial Advisory Services, Inc. (AFAS), a registered investment adviser. Certain professionals of Acorn Financial Services (AFS) are representatives of SFA, which is otherwise unaffiliated with AFS and AFAS. The SFA does not give tax or legal advice.
Mr. Barrett is a member of the Acorn Financial Advisory Services, Inc. family and Acorn Financial Services since December 2017. Prior to joining AFAS, Mr. Barrett was an Investment Adviser Representative with Euclid Investment Advisory Services.
Mr. Barrett holds a Bachelor of the Arts degree in Political Science and Environmental Studies from Elon University (Elon, NC) and received his CFP® from the CFP Board in August of 2017. To become a CFP®, Mr. Barrett had to first meet the Education, Examination, Experience and Ethics requirements of the CFP Board and to maintain the certification he complies with all continuing education requirements of the organization.
Mr. Barrett has passed the Series 65 examination and holds a Maryland Life and Health Insurance license. To mitigate potential conflicts of interest, Mr. Barrett agrees to abide by AFAS’s Code of Ethics and Rules of Conduct which put clients’ interests first.
Mr. Barrett is also the Vice-President of Thomas F. Barrett, Inc., an Insurance Actuarial and Administrative Services firm that provides trust administration for the National Employers Retirement Trust (a group trust servicing small to mid-sized Employer Sponsored Retirement Plans nationwide). Mr. Barrett is a Member of the American Society of Pension Professionals and Actuaries. Mr. Barrett is a licensed insurance agent and may receive commissions from the sale of insurance products.
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