"Interdependent people combine their own efforts with the efforts of others to achieve their greatest success."
Working with Capital Financial Planners, you’ll discover we live by the principle that identifying and prioritizing the important pieces of life’s puzzle is the most effective strategy to living life optimally.
We work with passion, commitment, and tenacity of purpose as your trusted investment advisor and fiduciary.
Being part of supporting and growing our community has been close to the heart of our firm since day one.
Wealth Advisor, Managing Partner
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.
Wealth Advisor, Principal
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!).
We believe in our community and feel that it is our privilege and responsibility to give back some of our time, skills, and earnings. When you partner with Capital Financial Planners you are partnering with real-people professionals; people who get involved for the right reasons, who strive to do good work for good work’s sake, who care about the health of their neighbors, community, and environment.
Our community involvement includes:
Rotary Club of SalemSouth Salem RotaryRotary Club of Southern ScotlandSt. Paul’s Episcopal ChurchFamily Building BlocksWillamette University Alumni Association Board of DirectorsWillamette Humane SocietyWillamette Valley HospiceGerry Frank | Salem Rotary AmphitheaterLittle League
Our professional involvement includes:
Willamette Valley Estate Planning CouncilEstate Planning Council of PortlandFinancial Planning AssociationMid-Valley Tax ForumSalem Chamber of CommerceInstitute of Certified Bankers
Gerry Frank | Salem Rotary Amphitheater
The Capfina Team helping build The Big Toy at Keizer Rapids Park
We’re ready to listen.