Our Team

We have hand-picked the best of the best in wealth management professionals – men and women with proven performance histories.

James Barker, ChFC^®, CLU^®

Barker Financial is spearheaded by James Barker, a Paladin Registry – 5 Star Rated Advisor (their highest professional ranking). Since 1986, Jim has dedicated himself to one overriding goal: serving the needs of individuals and organizations who have accumulated wealth and are seeking assistance to focus these assets to become even more financially successful and meet their specific objectives.

Jim’s designations include Chartered Financial Consultant and Chartered Life Underwriter and he is a member of the Investment Management Consultants Association. He has earned degrees from the University of Maine in Business Management and Resource Economics.

Hollis Carlisle

As a former bank trust and investment officer, Hollis has hands-on experience in managing substantial investment portfolios. After a stint as assistant to the Chief Investment Officer she subsequently began to develop her own clients and handle the investment of those accounts. That led to 12 years of direct management of individual stock and bond portfolios, amounting to more than 90 million dollars of combined assets.

Hollis joined Barker Financial in 2000 and now maintains client relationships in Vermont, and serves as liaison to the custodial firms through which we manage client accounts. She is actively involved in her community, and has served as chairperson and board member to provide assistance for those less fortunate.

Paul L. Chern, ASA, EA, MAAA

Paul boasts more than 35 years as an actuary and administrator for the pension industry. As an Enrolled Actuary, he skillfully advised clients on funding and investment strategy, working with both for-profit and nonprofit companies with one to more than 1,000 participants.

Before launching his own firm – PCA Benefits Group, Inc. – in 2002, Paul served as president of Pentad Corporation, a well-respected actuarial firm.

Douglas S. Huddleston

After a decade of expereience achieving financial goals as a client of Barker Financial Group, Doug joined the Barker team in the dual role of Managing Director/Wealth Management Adviser.

Doug brings his unique skill set to Barker Financial. He has enjoyed close to a quarter century of success in global business; assisting  some of the world’s largest corporations evaluate capital investments in information technology.

He’s held several high level strategic management positions after earning his degree in Business Administration/Finance from the University of Idaho.  More recently, Doug successfully completed the prestigious Program in Financial
Planning from Boston University.