Our Team

Barry Levine, CLU, ChFC, LUTCF, MBA – Principal

Professional Designations

The American College, Bryn Mawr, PA

  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Life Underwriter Training Council Fellow (LUTCF)  

Securities Offerings

Registered Representative and Investment Advisor Representative with LPL Financial
Series, 6, 63, 7 held with LPL Financial

Academic Degrees

Masters in Business Administration, (MBA)
Miami University, Oxford, OH

Bachelor of Science, Business Administration (BS)
Bryant University, Smithfield, RI

Josephine (Josie) Medina – Office & Operations Manager/Client Relations

  • 22 years helping clients with their operational needs
  • Direct liaison between clients and LPL Financial
  • Client/data management

Josie has held a key role in our success.  She is your main contact for client service needs.

We’re looking forward to using our experience to help you pursue your financial goals.

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