The roots of Gainline Financial Partners go back more than 40 years, when Claudia entered the broker training program at Merrill Lynch in Baltimore, MD. She relocated to Boulder, CO in 1980, where she began developing client relationships—many of which we retain today. John joined Claudia in 1997 after a successful career in the technology industry, where he honed the strong analytical and process management skills that he brings to the practice. In 2013, Paul joined the team, bringing his expertise in banking and asset management.
Seeking a more personalized and client centric approach, Claudia, John, and Paul formed Barkmeier Financial Consulting Group in 2016. In 2018 we rebranded as Gainline Financial Partners, and Sonya joined us as Operations Manager, bringing 20 years of financial services experience. Charlie followed in 2019 after nearly five years working in finance and strategy at a Fortune 500 company.