Broker Check

Who We Are

About Kellman Barnes
Preserving Our Rich Local History

Our journey began in 1977 when Arthur Wright laid the foundation for what would become a generational independent financial services firm. The story took a pivotal turn in 1982 when Lynn Barnes, CFP®, joined her father, and together, they transformed the firm into Wright and Barnes Investments. They committed to exceeding client expectations and providing exceptional service to their growing Schenectady County client base.

In 2018, the narrative evolved further as Lynn joined forces with Travis Kellman, MSFP, CFP®, CRPC®, EA, to create Kellman Barnes Financial Planning. This partnership solidifies that the legacy of personalized, value-driven service would continue for generations. Today, guided by Travis' leadership, we proudly manage or administer over $300,000,000 for our clients across nearly all 50 states, remaining true to our core values and dedication to our clients' financial journeys.

A Look Into Our Process

New Clients

Step 1 - Initial Meeting: We meet to learn more about each other and determine if we are a good fit.

Step 2 - Second Meeting: We gather data and begin strategizing your financial plan.

Step 3 - Plan Presentation: In 1-2 additional meetings, we present your financial plan and implement recommendations.

Existing Clients

Step 1 - Regular Reviews: We meet one to two times a year to review your plan and investments.

Step 2 - Quarterly Check-Ins: We touch base as often as quarterly to ensure your financial strategy remains aligned with your needs.

At Kellman Barnes, we are more than just financial advisors; we are partners in your financial journey, committed to helping you achieve the retirement you envision.

Conducting Our Approach
Putting A Focus On Innovation

Our firm offers a comprehensive financial planning process, utilizing cutting-edge technology and strategies presented in an easy-to-understand manner. We focus on evidence-based investing, managed by an advisor who prioritizes your best interest. Our proactive, high-touch customer process provides personalized support, enhancing your confidence in pursuing financial goals.

  • Discover: What Are Your Goals?
  • Analyze: Solutions To Get You There
  • Enjoy Life: Implement Your Plan

Who You Will Work With
Meet Your Team

Angela DeZalia-Diacovo

Angela DeZalia-Diacovo

Operations Specialist

I am the Operations Specialist at Kellman Barnes Financial Planning, where I have the privilege of supporting our financial advisors and ensuring that our clients receive the exceptional service they deserve. With over 25 years in the...

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Kyle Moffitt

Kyle Moffitt

Client Service Associate

I am a Client Service Associate at Kellman Barnes Financial Planning, where I have the opportunity to support our advisors and help ensure our clients receive a consistently high level of service. In my role, I serve as a “second...
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Lynn Barnes

Lynn Barnes

Founder Emeritus

I am the retired founder of Kellman Barnes Financial Planning having dedicated over 42 years to the financial services industry. My journey began in 1982 when I joined my father to establish Wright and Barnes Investments. Throughout my...
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Raymond Zegger

Raymond Zegger, CFP®, MBA

Partner/CERTIFIED FINANCIAL PLANNER™ professional

I am a Partner at Kellman Barnes Financial Planning, where I lead advisory relationships and prepare comprehensive financial plans for our clients. My responsibilities encompass implementing recommendations, servicing existing clients,...
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Travis Kellman

Travis Edward Kellman, MSFP, CFP®, CRPC®, EA

President/CERTIFIED FINANCIAL PLANNER™ professional

I am the President and a CERTIFIED FINANCIAL PLANNER™ professional at Kellman Barnes Financial Planning. In my role, I manage the business and provide comprehensive financial planning to our clients. With over 19 years in the financial...
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William Barry

William (Billy) Barry, CFP®, CIMA®, MBA

Lead Advisor/ CERTIFIED FINANCIAL PLANNER™ professional

I am a Lead Advisor/CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at Kellman Barnes Financial Planning, where I have the opportunity to build financial plans for our clients. My primary responsibilities include...

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