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At Global Advisor Group, we’re dedicated to serving the financial planning needs of communities worldwide.
Founded by industry veteran and CEO James T. Barnette, Jr., CFP®, Global Advisor Group provides financial planning and wealth management services in all 50 states and 106 countries across the globe.
Our advisors, with decades of industry experience, use their deep knowledge of the complex financial planning needs of United States and international educational institutions, expatriate Americans, and foreign nationals with integrity, objectivity, and perspective.
Of our licensed Advisors, James T. Barnette, Jr., Jackie Gentry, Joe Pabis, and Joan Confoy have achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, which is awarded to financial advisors who have undergone extensive training, rigorous testing and exhibit a commitment to excellence through ongoing education. The CFP® is one of the world’s most recognized financial planning designations.
Our dedicated advisors travel worldwide throughout the year to meet with clients to discuss their needs. “Many of our clients have complex financial planning needs, and our team is committed to serving them with the utmost integrity and objectivity,” said Barnette.
MEET OUR TEAM
Founder & Chief Executive Officer
James, a CERTIFIED FINANCIAL PLANNER™ professional, has spent decades in the financial management industry, with specialties in portfolio management, retirement planning, tax planning, education funding and estate planning.
Throughout the years, he’s been honored by “Forbes” and the “Financial Times” as a top advisor.
And for the fifth consecutive year, James was recognized by BARRON’s Magazine as number 16 out of a list of 1,200 of the top financial advisors in the country. A total of 4,000 were considered. The factors included in the rankings were: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
James entered the financial world after earning a bachelor’s degree in finance from Tennessee Technological University and a master’s in business administration from Boston University.
Office Manager
Jennifer Donnelly is a financial industry veteran who entered the business in 1999 and has worked with us for 15 years.
Jennifer holds the following registration through LPL Financial: Series 7, 65, and 24.
As she describes her role, “I’m the problem solver. I try to keep everything moving in a positive direction. I want to make sure that both clients and employees love working with the Global Advisor Group.”
When she’s not working, Jennifer enjoys spending time with her family. She has two young girls who are active in travel soccer and horseback riding, so most of their evenings and weekends are spent on the soccer field or at the barn. They also love spending time outdoors, hiking, biking and exploring new places. She also has a hidden talent – “I love to cook and make a really good chili!”
Financial Advisor
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“The true meaning of life is to plant trees; under whose shade you do not expect to sit.” – Nelson Henderson
Lone lives in Virginia, but is originally from Sweden, where she studied Psychology and Business Economics. As a Financial Advisor, she works with clients across the globe, focusing on financial planning and portfolio management.
Lone holds the following licenses: FINRA Series 7 and FINRA Series 66 (all securities registrations are held through LPL Financial.)
Lone finds wealth management an ever-changing field that allows her to constantly challenge herself as a professional.
“It is imperative to connect with the people I work with in order to understand each unique situation and need,” says Lone. “The idea of an ongoing process of creating, implementing, and managing a financial plan was an important factor that inspired me when choosing my career.” Lone is passionate about building strong relationships directly with clients, providing advice, and seeing a plan through with them.
When Lone is not working, she enjoys spending time with her family and pup, traveling and experiencing different cultures, watching sports, and eating good food!
CERTIFIED FINANCIAL PLANNER™ professional
Joan became a CERTIFIED FINANCIAL PLANNER™ professional because, “I believe in financial planning! Everyone can benefit from growing, protecting & passing assets on to their beneficiaries. Everyone can benefit from understanding how to reduce their taxable income, and everyone can benefit from putting together a plan to prepare for their retirement.”
Joan holds the following designations and licenses: Designations: CERTIFIED FINANCIAL PLANNER™ professional and Certified Plan Fiduciary Advisor (CPFA) Licenses: Series 66 – Uniform Combined State Law Examination Series 63 – Uniform Securities Agent State Law Examination Series 7 – General Securities Representative Examination Series 24 – General Securities Principal Examination Series 26 – Investment Company Products/Variable Contracts Principal Examination.
As a CERTIFIED FINANCIAL PLANNER™ professional (all securities registrations are held through LPL Financial.) she works directly with a diverse group of clients, supporting them with their investment and cash flow needs, retirement planning goals and projections, tax, and estate planning needs. She also specializes in IRS-qualified retirement plans and helps employers set up and administer 401k plans and educates them on their fiduciary responsibilities.
When she’s not working, Joan enjoys bicycling and gardening. She has given back to her community doing volunteer work for various environmental organizations, including participating in her local community’s annual bike-a-thon fundraiser.
Katrina was born in Heerlen, The Netherlands, and raised in Ashburn, VA. She originally set out to be a fashion designer, but after an internship, she says, “I quickly became interested in this field of work. I saw how people oriented it is and loved how unique the business model was.”
Katrina holds the following licenses: Series 7, Series 63, Series 65 (all securities registrations are held through LPL Financial.)
She went to college in Pennsylvania and has a bachelor’s degree in business. As a financial advisor, Katrina works closely with both domestic and international clients. She tends to specialize in retirement planning for clients between ages 50 to 60. She also works closely with international educators living in Dubai, the United Arab Emirates and Athens, Greece.
Katrina says she’s passionate about building relationships. ‘I think what I do best is listening. I listen to clients and try to see what it is they are looking for and how we can help them. I also stay very organized and don’t check something off until it’s completely complete!”
When she’s not working, she enjoys spending time with her family, being with her son, being outdoors, going to fun coffee shops and wine bars, going on a run, and decorating/fixing up her house.
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Ernesto, from Peru, has visited 104 different countries around the world. He has a keen interest in assisting clients to build a strategy that allows them to control their financial situation, as well as to maintain their financial health and achieve financial goals.
He has a degree in Economics and holds the following registrations held through LPL Financial: Series 7, Series 63, Series 65.
Ernesto enjoys, “Providing personalized and hands-on guidance to my clients. I also really like working with clients who live in different countries.”
When he’s not working, Ernesto is swimming, and, you guessed it, traveling.
“When you come to a fork in the road, take it.” – Yogi Berra.
Matthew had a great interning experience while working on his bachelor’s degree in finance at Penn State University. So great, that he decided he wanted to make financial planning his career.
Matt services both the C-book and the American School of Dubai, and he hopes to expand his international experience in the upcoming years. He’s passionate about creating good relationships with people. “I really enjoy reaching out and communicating with the clients, and getting to know them as people, not just clients,” Matthew says.
When he’s not working, Matthew loves golfing and reading but is most likely watching or listening to Philly sports. He also loves to travel. He studied abroad in Valencia, Spain, and has been to 12 countries, with plans to visit many more.
Michael first started working with our team in 2019. As a Financial Advisor holding the SIE, Series 7, -63, and -65 licenses, Michael works closely with James Barnette to serve institutional clients in developing portfolio strategies, creating investment plans, and preparing monthly and quarterly performance reports. Michael acts as the primary point of contact and is responsible for the daily administration and management of institutional investment portfolios. Michael also assists with manager due diligence and investment research.
Michael holds a bachelor’s degree in economics with a concentration in quantitative economics from James Madison University and is enrolled in the Chartered Financial Analyst® program.
CERTIFIED FINANCIAL PLANNER™ professional and Series 7, 63 & 65 securities licenses
Joe, a citizen of planet Earth, entered the financial advisory field because he wanted to use his mix of mathematical, analytical, and interpersonal skills to help others be more financially cofident regarding their financial future.
Joe holds the following designations/licenses:
He holds both bachelor’s and master’s degrees: a bachelor’s degree in math and philosophy from Virginia Tech and a master’s degree in philosophy from the University of Illinois.
Joe works with James Barnette to service and develop recommendations for higher net worth local clients.
“My versatility is my strength. I can see the big picture of a client’s portfolio and circumstances, or I can do in-depth analysis of capital gains and losses,” he says. “Or, I can be charming and entertaining – to those who appreciate my particular sense of humor.”
When he’s not working, Joe enjoys the outdoors, including walking and hiking, anything from a casual stroll to a grueling hours-long hike. Indoors, he likes reading, doing puzzles, and especially playing obscure board games like Terraforming Mars.
“The cure for anything is saltwater – sweat, tears or the sea.” – Isak Dinesen
Julia was adopted from China and raised in Reston, VA. Julia graduated Cum Laude with a Bachelor of Science in Business from Virginia Tech in the CERTIFIED FINANCIAL PLANNERTM track.
As a Financial Representative, Julia primarily supports our international educators in the Middle East/NESA and East Asia/EARCOS region. Julia is passionate about educating our clients on their investments and getting them interested in learning more about their financial goals and how to achieve them.
Julia has the following licenses: Series 7 – General Securities Representative Exam, Series 63 – Uniform Securities Agent State Law Exam, Virginia Insurance License, and Series 65 – Uniform Investment Adviser Law Exam (all securities registrations are held through LPL Financial).
Julia is motivated to educate for the same reason she decided to become a financial representative: “The family experience of losing a loved one who did not have their financial affairs in order and seeing the good that a financial advisor could do to prevent another family going through that situation.”
When Julia is not working, she enjoys traveling, Les Mills BODYPUMPTM, running, and spending time with her family and friends.
Executive Administrative Assistant
Haben graduated from Virginia Commonwealth University with a major in Business Administration and a minor in Italian Studies. Haben comes with years of leadership and planning experience. She is inspired daily by self-starters and likes to surround herself with people driven to success, who are passionate about learning and helping others succeed. Haben enjoys meeting new people and developing new relationships with exciting individuals, and learning new things, she is always willing to learn something new and take advantage of the experiences she will gain from the opportunities she can have.
Operations Supervisor
Liz is our Branch Operations Supervisor and has been in the finance industry since the year 2000. She is going on her 10th year with our firm. Liz is on the training and development team and trains closely with all new hires. She is the go-to person for all operational functions. Liz also works on the International Team and partners our Latin America Region with Ernesto Guerrero. Liz is always available to give guidance to anyone who has a question on operations and/or speaking with clients.
When Liz is not working, she loves to spend time with her family. Liz is a mother of five boys and one granddaughter. She also spends time riding her motorcycle, named Archie, as she belongs to both the VFW (Veterans of Foreign War) and ALR (American Legion Riders). Liz also spends time with her local Eagles Aerie.
Client Services
Curtis lives in Fairfax, Virginia. He graduated with an undergraduate degree in finance and fulfilled his CFP Education requirements at Virginia Tech. Curtis has been working for Global Advisor Group for 2 months now as a Client Service Associate. He was interested in financial planning because of his drive to work with and help people financially. His primary role now at Global Advisor Groups is with our 401(K) domestic and overseas business. Servicing as an associate to the advisor on these plans and handling correspondence with the participants of the plan and the plan administrators. He is really focused on being able to help at all levels of services that we provide at Global Advisor Group. In doing so he is able to add many benefits to the firm, and also learn incredible amounts about the field as a whole from multiple perspectives. Curtis’s favorite movie is ‘Happy Gilmore’, or any Adam Sandler movie from the 2000-2010 era. He enjoys playing golf with his father, uncle, and friends. He is the youngest of 5 kids and the only boy.
Client Service Associate
Janet, as a client service associate, assists in opening and closing accounts, as well as providing support to financial advisors and teams in the office. Janet Lawton-Client Services Associate should be capitalized in her bio
When she’s not working, she enjoys bowling, and watching action and mystery movies.
Dan was born in Lake Forest, Illinois but he currently resides in Leesburg, Virginia. He is a Virginia Tech graduate, graduated in Investment Management and Chartered Financial Analyst. He currently holds the position of Client Service Associate but is working towards the CFA designation. Dan has been working at Global Advisor Group for 10 months now. His desire to work with clients by helping them achieve their life goals has motivated him to work in the field of personal financial planning. As a Financial Advisor he believes some of his best work includes investment selection for clients based on their current portfolios and understanding their goals and risk tolerances. Dan is an avid sports fan and closely follows all Boston sports teams, as well as Virginia Tech’s, his alma mater, football, and basketball team. Outside of work he enjoys skiing, biking, swimming, and competing in paintball tournaments. A fun fact about Dan, before college he swam competitively from the age of 5, and was a summer league coach and swim instructor before joining Global Advisor Group.
Human Resources Coordinator
“And, when you want something, all the universe conspires in helping you to achieve it.” – Paulo Coelho
Humaira, who speaks a total of four languages, coordinates office activities and operations to help manage efficiency and compliance with company policies, as well as manages agendas and travel arrangements and appointments for upper management
She likes the team aspects of her job. “I like when we collectively come together and find a solution for an issue which ultimately helps me continue my passion of helping others achieve their goals,” Humaira says. “One recent example would be that during a recent transition, we faced many challenges but ultimately we did it and it’s only because we all came in as a team rather than individuals.”
When she’s not working, Humaira puts a high priority on her health, so she’s really passionate about fitness. “I do yoga five times a week and eat healthy. This has helped me stay disciplined, learn what works for me and where I can improve, and keep track of my short and long term fitness goals” She also loves fashion and styling, so she usually styles everyone at family events or weddings.
She’s passionate about helping both coworkers and clients.
When she’s not working, she likes to sing and make clothes.
Ranbir supports our international team and helps with operational tasks throughout the office. Another facet of his job is organizing detailed records of client accounts and the account opening and funding process.
He has a bachelor’s degree in environmental science and is certified in greenhouse management.
When he’s not working, he enjoys painting, basketball and grilling.
He’s also only ever met one person with the same first name. This isn’t much of a mystery, since there are only 436 people in the entire United States named Ranbir, according to mynamestats.com.
Genet was born and raised in Mekelle, Ethiopia and she currently resides in Lorton. She graduated in 2019 from Virginia Commonwealth University with a Bachelor’s in Psychology and Sociology. She graduated with a Master’s degree in Industrial-Organizational Psychology with a concentration in training and development at Adler University. Genet has been working in Human Resources for the past year, specifically in talent acquisition, as a Recruiting Coordinator with various companies as a temp. Genet is passionate about employee development and training programs, and she wants to further expand her experiences here at Global Advisor Group. In her free time, she loves to draw and paint and just hang out with her loved ones!
Careers with Global Advisor Group
At Global Advisor Group, we are committed to integrity, objectivity, perspective, and deep knowledge of the complex financial planning needs of life today, as well as tomorrow.
We recruit individuals who share our values and philosophies.
Interested in Financial planning?
We offer an intensive, hands-on internship program for rising college seniors who are serious about pursuing a career in financial planning.
Who? We’re looking for rising college seniors who are willing to join our team at any point in the year.
What? As an intern, you will gain tremendous experience in the world of finance. Because we operate both domestically and internationally, there will be many opportunities to learn the ins and outs of the financial world and grow professionally. The internship’s combination of practical experience and development of a strong work ethic can help set you up for a successful career.
When? Our internship is available year-round, not only in the summers!
How to Apply? For consideration, please send your resume and cover letter to our Human Resources Coordinator: Humaira.Rana@lpl.com.
A provider of in-depth risk management, forward thinking solutions, and world class service, Private Advisor Group provides us with essential back-office support and compliance oversight, enabling us to focus on you, our customers.
Interactive Brokers conducts its broker/dealer business in over 135 market destinations worldwide. In its broker dealer agency business, IBKR provides direct access (“on line”) trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, fixed income and funds worldwide. Interactive Brokers Group and its affiliates execute over 1,746,000 trades per day.
Interactive Brokers is not affiliated with LPL Financial or Private Advisor Group
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