Stephen Barber

Financial Professional, Stephen Barber, works out of Kalispell, Montana, and assists Retail Clients with Private Wealth Management. With over two decades of industry and market experience, and a life of service, Stephen has obtained the knowledge and expertise to provide proven strategies that help his clients preserve their wealth and assist them with achieving their investment goals and expectations. Stephen helps clients construct portfolios with a goal-sensitive allocation and apply the strategies necessary to meet clients' Legacies' demands. His goal is to manage clients' portfolios actively and to continually focus on changing needs and suitability of each client. He believes this approach enables disciplined investors to pursue their goals toward success, whether the assets earned and invested are intended for use during this generation or the next.

When he is not in the office, Stephen contributes much of his discretionary time to Veterans of past and present generations. With not-for-profits, like the Commemorative Air Force, etc., and as a veteran himself of the United States Marine Corps, Stephen's life of service does not end with the markets' close each day. Stephen has been married to his wife, Holly, for fifteen years, and together they are parents of three children, Luke, Jake & Grace. Along with their dog, an Australian Shepherd named "Gus."

Personal Interests of Stephen: Reaching daily to become the best Husband and Father possible. Stephen enjoys reading, writing, and anything related to aviation and history.

Please get in touch with me by email at: StephenBarber@LegacyFacilitators.com

or call: (406) 414 - 7975

MT Insurance License #3001223882

CA Insurance License #OK75345

This information is intended for use only by residents of AZ, CA, FL, HI, ID, MT, NV, TX, WA.