FOWLER FINANCIAL - Key Persons

Job Titles:

• Financial Advisor
• CFP®, RPA - Financial Coach

Barry has worked as a financial advisor since 1985. He helps people identify their key goals and then uses his technical proficiency, knowledge and creativity to build a financial plan to achieve them. Barry's focus is working with people who have advanced needs, often due to complex corporate or estate issues. He brings together all components of a person's financial life into an integrated plan. Barry has a commitment to serving his industry. For several years he moderated the new advisor development program. In his ongoing commitment to professional development, Barry has achieved the CERTIFIED FINANCIAL PLANNER®(CFP®), Retirement Plans Associate (RPA) designations. As well, he has qualified for the "Top of the Table" level of the Million Dollar Round Table. Barry is an active participant in the community, volunteering for several organizations and initiatives, including the Herb Gray Centre for Nonprofit Excellence, Windsor Jaycees, Windsor Public Library Board, Hotel Dieu Grace Hospital, University of Windsor Medical School, Canadian Junior Chamber of Commerce, Windsor District Chamber of Commerce, Ontario Trillium Foundation, Ontario Chamber of Commerce, Advocis, and the Windsor Federal & Provincial Liberal Associations. He has also received the Queens Golden Jubilee Medal. He is currently on the board of the Windsor Port Authority and Chairman, Changing Lives Together Foundation.

Job Titles:

• FLMI, ACS, AIAA - Client Services Specialist

Beth has worked in the financial services industry since 1985, joining Fowler Financial in 1998. She is responsible for administration of both financial and insurance services. Beth processes all client documents, investment orders and insurance applications and follows up with the insurance companies to ensure that our clients' business is properly and efficiently processed. She is also in her charge of client appreciation.

Job Titles:

• Insurance Agent

Garth joined Fowler Financial in 2001. He works with clients on identifying their goals and preparing comprehensive, integrated financial plans to suit their individual needs. He is life insurance licensed, having completed the Life Insurance Level II license exam. He is currently working on his Certified Financial Planner designation. Garth has a special interest in wills and estate planning. Prior to beginning his career in financial services in 1999, Garth was a lawyer for several years. He was called to the bar in 1993. He has a B.A. in English and a Bachelor of Law, both from the University of Windsor. In 2001, Garth reinstated his membership in the Law Society of Upper Canada in order to better assist his clients with their wills and estate planning needs. Garth's community involvement has included participating in several organizations, including the Windsor Kinsmen and the Conservative Windsor West Riding Association, Official Agent Jeff Watson MP, 2004-2008 Election Campaign and Treasurer for Essex Conservative Association (2005 - present).

Job Titles:

• ACS - Operations Manager

Karen has been in the financial services industry since 1987 and joined Fowler Financial in 1998. As Operations Manager, she is responsible for the day-to-day administration and financial management of Fowler Financial. Karen is Fowler Financial's Compliance and Privacy Officer. Karen is committed to ongoing professional development and has achieved the designation ACS (Associate, Customer Service) from the Life Office Management Association (LOMA). Her community involvement includes volunteering with several organizations, such as the Maplewood School Council, 82nd Windsor Scout Program - Beavers & Cubs and the Windsor Tecumseh Federal & Provincial Liberal Associations.

Job Titles:

• DFA - Tax Services Specialist - Client Service Representative

Mike joined Fowler Financial Group in 2006. His duties cover a wide spectrum, including office administration, annual life insurance reviews and income tax planning and preparation. Mike graduated with a Bachelor of Commerce with Honours in Business Administration (Major in Accounting, Minor in Psychology) from the University of Windsor. He has completed the, Life Insurance Course (life insurance licensed) and H & R Block's Advanced Income Tax Preparation Course. Mike also has Distinguished Financial Advisor Tax Service Specialist designation (DFA Tax Service Specialist). Mike's future plans involve obtaining the CERTIFIED FINANCIAL PLANNER® (CFP®) designation to enhance service for clients of Fowler Financial Group.