About

Barry has been with Capital Financial Planners since 2001 and a Member (owner) of the firm since 2007. He graduated magna cum laude from Willamette University.

Barry has provided expert witness testimony on financial planning matters, is a member of the Financial Planning Association, and is a past president of the Willamette Valley Estate Planning Council. In addition to his professional activities, he is a past president of the Rotary Club of Salem, volunteered as Co-Chair to bring the Gerry Frank | Salem Rotary Amphitheater to Salem's Riverfront Park, and has served on a number of other non-profit Boards.  He has been recognized with numerous awards for his service to the community.

A seventh generation Oregonian and Salem native, Barry has been a vocalist from an early age and continues to sing with his church. In addition to singing, he enjoys umpiring (yes, umpiring) Little League baseball, woodworking, and spending time with his wife, Heather, and sons, Carter and Sawyer.

Chad joined Capital Financial Planners in 2013. He is a CERTIFIED FINANCIAL PLANNER™ Professional with over 20 years of wealth management and banking experience. He became a member (owner) of the firm in 2016. His focus is in assisting and advising clients, their families, and their representatives in the development and implementation of sound wealth management strategies.

Prior to joining Capital Financial Planners, Chad, who also holds a Certified Trust & Financial Advisor (CTFA) designation from the American Bankers Association, was a Vice President and Trust Officer at a regional trust company located in the Pacific Northwest. There, he served on both the Trust Administrative and Trust Investment Committees. With this experience, and being of one of a small number of corporate trust professionals to leave the banking industry for private practice, he brings a unique perspective and valuable experience to Capital Financial Planners in matters of fiduciary investments, trust & estate administration, and multi-generational planning.

Chad has his B.A. from George Fox University and received his trust & wealth advisory training from the Cannon Financial Institute. In addition to serving multiple terms as President of the Rotary Club of South Salem, he also currently serves on the Board of the Willamette Valley Estate Planning Council, on the Board of Directors for Willamette Valley Hospice, and is a member of the Estate Planning Council of Portland. He has also served on the Oregon Banker’s Association Trust Committee. Finally, Chad is an associate member of the Rotary eClub of Southern Scotland which, among other things, seeks out ways to partner with communities in the African nation of Malawi.

As a third generation Oregonian, Chad is deeply rooted to his community and is committed to making it better. He and his wife, Janet (a firefighter/paramedic) and their two daughters live in Salem, with the girls going through the same schools that he did (Go South!). Beyond the office, he spends his time reading on a wide variety of subjects, weight-lifting, cooking, and outdoor recreation… especially whitewater rafting.

Danae serves as a Wealth Advisor having earned her CFP^® designation in 2023.  She joined Capital Financial Planners in 2008, and has deep experience in operations and client service.  Danae graduated with a degree in Finance from the University of Oregon’s Lillis School of Business in 2008.

Outside of the office, Danae is a board member for Family Building Blocks, a local non-profit organization, and is very active in the Salem running/walking community.  During the week you will find Danae volunteering her time to help women of all ages get active or supporting our local non-profit community at different community events.  On weekends she can be found either running on some of our great local trails, visiting different areas of the Northwest with her husband and dog, or cheering on her favorite local sports teams (Go Ducks, and go Mariners!).