Our story starts in 1977, when Arthur Wright and Associates was established. Then, in 1982 the firm was renamed Wright and Barnes Investments when Lynn Barnes, CFP®, joined Arthur, her father. Together, Lynn and Arthur developed a reputation for going above and beyond to help Schenectady County residents with all their financial and investment needs.
In 2018, after 37 years as Wright and Barnes Investments, Lynn joined forces with Travis Kellman, MSFP, CFP®, CRPC®, EA, to create Kellman Barnes Financial Planning. This partnership ensures our clients will have access to advisors for generations to come. Travis plays a key role in our organization. In addition to advising clients, Travis sets the vision for the firm and ensures Kellman Barnes continues to live up to our core values of integrity, empathy, personal and professional development, fun, people first and teamwork.
In 2020, Angela “Angie” DeZalia-Diacovo, joined the team as Kellman Barnes Financial Planning's Operations Specialist. Angie ensures everything is running smoothly behind the scenes of Kellman Barnes.
In 2022, Raymond “Ray” Zegger, CFP®, MBA, joined the team as a CERTIFIED FINANCIAL PLANNER™ professional. Ray provides financial planning and investment advice to the firm's clients. By working with Ray, our clients will continue to receive the personal attention and sound financial advice they have grown to expect from Kellman Barnes.
Kellman Barnes Financial Planning has grown over the years to serve Schenectady County residents and beyond, including clients in almost all 50 states. As of October 31, 2021, Kellman Barnes Financial Planning manages or administers over $175,000,000 in client assets.
