Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners. Our team is committed to creating a tailored plan that helps you achieve your financial goals

Team Photo

Planning for Tomorrow, Today

With more than 100 combined years of financial experience, we have the experience and knowledge to navigate complex markets and create customized plans for our clients. Our vision is to be by your side as a trusted advisor, focused on helping you achieve financial and personal success.

Wealth Management

We tailor an individualized plan that addresses your financial goals and can evolve with your changing needs. We draw on deep, specialized experience to walk with you towards achieving your goals, helping you make complicated decisions confidently.

Investment Planning

Providing unbiased advice and acting in your best interest is always our top priority. We work with you to understand your specific needs, and help you plan for and achieve your goals. We believe a diligent, proactive approach yields the strongest opportunity for success over time.

Comprehensive Service

We have a selective group of clients by design, allowing us to provide top level service. When you have financial questions, we are there with answers. We are by your side to help you make smart decisions and maintain the discipline needed to meet your goals.
Team working

Advice You Can Trust

We recognize that always serving our clients' best interests is not only the right thing to do, but also the only way to ensure long-term shared success. We value that by giving our clients respect, care, and our best, we earn their business and friendship. We know that integrity is the cornerstone of professional success and personal happiness.
Charlie Barkmeier

Charlie Barkmeier, CFP®, AWMA®, AAMS®

Partner
Financial Advisor
Paul Rohr

Paul Rohr

Partner
Senior Financial Advisor
Claudia Barkmeier

Claudia Henry Barkmeier, CFP®

Managing Director
Senior Financial Advisor
John Headshot

John Barkmeier, CIMA®

Managing Director
Branch Manager
Sonya Gillis

Sonya Gillis

Senior Operations & Administrative Manager

Contact Us

Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future. 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, HI, IL, MA, MD, MO, NE, NM, OH, PA, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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