Our Team

Steven A. Barnes , CFP®, ChFC, AEP Financial Planner

After several years in management, Steve started his career in the financial services industry with a Fortune 500 company in 1986. After completing the CFP Professional Education Program from The College for Financial Planning in Denver, CO, he earned the designation of CFP® (CERTIFIED FINANCIAL PLANNERTM professional) from the CFP Board of Standards followed by the ChFC (Chartered Financial Consultant) designation from the American College in Bryn Mawr, PA. Steve is also an Accredited Estate Planner (AEP) through the National Association of Estate Planners & Councils.

Steve is the founder of Barnes Wealth Management Group, a Financial Services and Wealth Management firm. He has a special interest in Estate Planning, Charitable Giving and Retirement Planning. Steve is frequently called upon by other professionals to share his expertise and knowledge. In addition, he has given seminars and taught courses in the areas of Estate Planning, Employee Benefits and Business Continuation.

Currently, Steve is a member of the Estate Planning Council of Bakersfield (President 2002), the Financial Planning Association, the National Association of Estate Planners & Councils, the Association of Accredited Estate Planners, and formally with the National Association of Insurance and Financial Advisers (Board Member 1993 - 1996). He is also a current and former board member of several nonprofit organizations.

Steve and his wife, Lori, have two children, Timothy and Jennifer. They are members of St. John’s Lutheran Church and enjoy volleyball, golf, running, travel and outdoor adventures.

Steven A. Barnes, CFP®, ChFC, AEP
CA Insurance License #0716822
5060 California Ave., Ste. 1020
Bakersfield, CA 93309
Phone: (661) 322-9799
FAX (661) 631-0655

Toll Free (866) 322-9799
sbarnes@barneswealth.com
http://www.BarnesWealth.com/


Dani M. O’Donnell | Financial Planner

Dani O’Donnell is a Financial Planner and has been an associate with Barnes Wealth Management Group since 1997. She started her career in the financial services industry with a Fortune 500 company.

As an advisor, Dani brings more than 15 years of investment advisory services, risk management services and financial planning experience to Barnes Wealth Management Group. She has worked in the financial management field helping successful executives, business owners and affluent individuals with asset management. Dani takes the view of being each client's personal CFO and is responsible for providing customized comprehensive wealth management solutions. As an experienced investment representative, she helps clients develop an asset allocation strategy and manages the implementation and monitoring process for long term investment success.

Dani’s continuous drive for knowledge is seen through her courses in financial and investment planning with the American College in Bryn Mawr, PA. and Kaplan Financial in La Crosse, WI. She has also been requested to serve as a speaker for numerous educational seminars and training sessions in the areas of retirement planning and asset management. Sharing her knowledge with others is an important part of Dani’s philosophy.

Acting on her strong belief of the importance of giving back to her community, Dani supports several charitable organizations, locally and internationally, through sponsorship and/or donations of time and resources.

Dani resides in Bakersfield and enjoys spending time with her family and friends. She also enjoys reading, sports, gardening, fitness and travel.

Dani M. O’Donnell
CA Insurance License #0C65968
5060 California Ave., Ste. 1020
Bakersfield, CA 93309
Phone: (661) 322-9799
FAX (661) 631-0655

Toll Free (866) 322-9799

odonnell@barneswealth.com
http://www.BarnesWealth.com

*bases on total revenues. Financial Planning Magazine, June 1996-2013


Scott C. Barks – Financial Planner / Long-term Care Specialist

Scott is a native Bakersfield resident where he received his Bachelor of Arts degree from California State University, Bakersfield in 1994. He also plays an active role within his partnership - First Solutions Insurance Services - which specializes in employee benefits and other lines of insurance. He has had the privilege of teaching hundreds of clients new and insightful long term care planning concepts over the past 17 years. Scott was originally drawn to the issue of long term care through personal experience with a family friend, and more recently with a close family member.

Scott provides clients with advice on retirement planning, estate preservation and investment management. His approach to financial guidance seeks to educate first, which he believes results in clearer, more confident financial decisions on the part of his clients. He is deeply committed to helping people pursue their financial goals and feels a strong sense of responsibility to help his clients enjoy their money that they have worked so hard to acquire.

Scott has served as past president of his Rotary club in Bakersfield. He enjoys spending time away from work with his three children - Jonah, Jacob and Grace, along with his wife Amy. Lastly, Scott stays involved with various service projects with his church family.

Scott C. Barks
CA Insurance License #0B43452
5060 California Ave., Ste. 1020
Bakersfield, CA 93309
Phone: (661) 322-9799
FAX (661) 631-0655

Toll Free (866) 322-9799

sbarks@barneswealth.com
http://www.BarnesWealth.com

Claudia Norman - Operations Manager

Claudia brings over a decade of service to Barnes Wealth Management Group as Operations Manager. In this role, Claudia is responsible for oversight of all firm operations and technology. She initiates all account paperwork and manages all aspects of money movement. Claudia ensures that our clients have a smooth transition to our firm, while providing superior customer service through her dedication and commitment to excellence.

Claudia has extensive Executive Administrative Assistant background and client service experience. In addition, she oversees all human resources activity in the firm. Claudia’s years of managerial experience help to ensure the overall efficiency and effectiveness of the firm’s operations.

Claudia Norman
CA Insurance #0E21883
cnorman@barneswealth.com
http://www.BarnesWealth.com


Michelle Gomez - Administrative Associate

Michelle graduated from California State University, Fresno with a degree in Business Administration and is currently enrolled in the Certified Financial Planner program through American College in Bryn Mawr, PA. She is also a Notary Public.

Michelle has been with BWMG for over 5 years serving as an Administrative Associate. Her duties include trading, account balancing, maintaining tax planning and Morningstar software, along with tracking of Required Minimum Distributions. She is also available to assist with account openings, fund transfers and other client account servicing needs. In addition, she provides support to the firm’s advisors by handling key administrative and servicing functions.

Michelle Gomez
mgomez@barneswealth.com
http://www.BarnesWealth.com


Lisa Thompson - Administrative Assistant/Marketing Associate

Lisa is a former college athlete and graduate of California State University, Bakersfield with a Bachelor’s Degree in Psychology. Her duties as Administrative Assistant include data entry and client relations. In addition, Lisa oversees the firm’s marketing plans and project implementation; client communications and appreciation activities; event management and community involvement, all with an eye on keeping our clients’ experience at the forefront.

Lisa Thompson
lthompson@barneswealth.com
http://www.BarnesWealth.com