Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.

Debra Peters is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been affiliated with Wealth Management Services, LLC since 2003 and The Barkmeier Group, Inc. since 2004, where she is also involved in tax planning and tax return preparation. Wealth Management Services, LLC offers fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach with an emphasis on global diversification and coordinates closely with legal and accounting professionals on complex tax and estate matters.