Adam N. Barker, CPFA

Adam N. Barker, CPFA has been working in the financial services industry since 2004. Adam N.'scareer began at Sterling Trust Company as a Customer Service Representative. In 2006, they joined July Business Services, where they have held various roles including Senior National Sales Director, Senior Director of Sales - West, Regional Sales Director - West Coast, Director of Strategic Relationships, Director of New Business, Outsourced Operations Manager, and Recordkeeping Specialist.

Adam N. Barker, CPFA attended Alamo Heights High School, San Antonio, Texas from 1995 to 1998. Adam N. then attended Baylor University from 1998 to 2002. Adam N. obtained the CPFA certification from the National Association of Plan Advisors (NAPA).