A Registered Investment Advisory Firm
Barry has testified in more than 50 cases in federal, state and circuit court as an expert on financial management. His Accredited Investment Fiduciary Analyst certification authorizes him perform fiduciary audits for trusts, qualified plans, endowments and foundations.
He has been designated as one of the best 200 financial planners in the United States by Money Magazine and his firm was rated 54th in a list of the 150 top wealth managers in the United States in Bloomberg Wealth Manager magazine. Additionally, Wealth Manager magazine has rated Barry M. Corkern and Company in the top 250 for the past five years.
Meet Our Staff
Barry M. Corkern
Barry is the founding president of the Arkansas Chapter of the Financial Planning Association (FPA), past chair of that organization and received the FPA Lifetime Achievement Award for 2004. He previously hosted a radio program on financial planning and today his television segment on wealth management appears monthly on THV11, the local CBS affiliate.
He received his Certified Financial Planner designation in 1983, marking him as a member of a distinguished profession dedicated to serving the financial needs of individuals and businesses. The designation of CFP® is obtained by passing six examinations in various disciplines of financial planning. These disciplines include investment, tax, estate, risk management, and retirement planning.
Barry earned the Accredited Investment Fiduciary Auditor™ designation in 2003 from the Center for Fiduciary Studies, a nationally recognized training organization for fiduciaries at the Katz Graduate School of Business in University of Pittsburgh. In 2005, Barry completed the Private Wealth Management Professional Track at The Wharton School at the University of Pennsylvania.
His comments and opinions have been quoted in Medical Economics, the Arkansas Democrat-Gazette, USA Today, Physicians Financial News, Investment Advisor Magazine, Good Morning Arkansas, Active Years, Boston Globe Online, Bloomberg Wealth Manager, and Journal of Retirement Planning.
Barry is a co-author of Widowed – Beginning Again Personally & Financially, published in 1999. Profits from the sale of this book are donated to nonprofit organizations that assist widows.
LaQuita S. Neal
LaQuita Neal serves as Portfolio Assistant and provides client financial services assistance. She has been with the firm since 2004. She is a graduate of the University of Arkansas at Little Rock with a degree in psychology. For 18 years, she has been a member of Delta Sigma Theta Sorority, Inc. She has served in the financial industry since 1994.
She is the proud mother of two wonderful girls.
As Administrative Assistant, Tamara has helped the firm serve client needs since 2005. She has lived in Arkansas since 2001. She does voluntary work at AETN and other non-profit organizations. She has a collection of animals which includes several cats.
Janice M. Corkern
Janice (Jan) Corkern is a graduate of the University of Arkansas at Fayetteville with a BSBA in financial management and has worked as a portfolio management assistant at the firm since 1987. She worked in the financial and banking industry for three years prior.
Since 2001, she has focused on bookkeeping and cash management on a consulting basis. She currently provides bookkeeping and cash management services for the firm and recently earned status as a QuickBooks Certified Pro-Advisor.
When not in front of a computer, you can probably find Jan spending time with her family and their dog or outside going on a run: her favorite ways to fill her days!
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