Black Barn Financial, LLC

Kacie Swartz is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Black Barn Financial, LLC. She previously worked at Stone Asset Management, Inc. for nine years before joining Black Barn Financial. Black Barn Financial is a registered investment adviser managing approximately $164.6 million for about 152 clients through a five-advisor team. The firm offers discretionary asset management and financial planning services, using a combination of fundamental and technical analysis across various asset types and incorporates client ESG preferences into portfolios.

Elisa Hanson is a financial advisor at Black Barn Financial, LLC with six years of industry experience. She holds a Series 65 designation and has been with Black Barn Financial since 2016. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s five-advisor team manages approximately $164.6 million across 152 clients, offering discretionary asset management as well as financial planning and consulting services. Their investment approach combines fundamental and technical analysis across a variety of asset classes and incorporates client ESG preferences when requested.

Sara Glakas is a financial advisor at Black Barn Financial, LLC with 13 years of industry experience and holds a Series 65 designation. She has been with Black Barn Financial since 2015. Outside of advising, she co-hosts an educational podcast focused on women and money and serves on the Board of Directors for YWCA Greater Austin. Black Barn Financial is a five-advisor registered investment adviser managing approximately $164.6 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides discretionary asset management along with financial planning and consulting services, utilizing a combination of fundamental and technical analysis across a variety of investment vehicles and integrates client ESG preferences into portfolios.

Amy Calistri is a financial advisor at Black Barn Financial, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Black Barn Financial since 2016. Outside of her advisory role, she writes news articles about sports and the sports betting industry for NS Sports Media. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations through a five-advisor team managing approximately $164.6 million. The firm provides discretionary asset management alongside financial planning and consulting, utilizing both fundamental and technical analysis and incorporating client ESG preferences when desired.

Lindsay Thorstenson is a financial advisor at Black Barn Financial, LLC in Austin, TX, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cary Street Partners LLC, Charles Schwab & Co., Inc., the Internal Revenue Service, and the Austin Police Department. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of fundamental and technical analysis and incorporates ESG preferences, offering discretionary asset management alongside financial planning and consulting services.