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Douglas Barr, CPA, PFS, CFP®

Douglas Barr, CPA, PFS, CFP®

Director, Wealth Management & Planning

Doug has been in the financial services industry since 1979. He began his career as a tax expert at Ryan, Gunsauls & O’Donnell, CPAs and became a partner in the firm in 1984. In 2007 Doug founded Ryan, Gunsauls & O’Donnell Wealth Management/RGO Financial Advisors and later merged with I.M. Wealth Care in 2013. In 2016, Doug and Mary Salas founded Peak Wealth Strategies, which was acquired by Wealthspring in 2024.

Doug works with individual clients, families and business owners to help pursue their individual financial goals including providing investment strategies, tax planning and preparation, identifying tax advantages, analyzing gifting strategies, optimizing cash flow, retirement planning and much more.

Doug is a member of the American Institute of Certified Public Accountants, Colorado Society of Certified Public Accountants and the National Federation of Independent Business. He received his Bachelor of Science degree in accounting from Colorado State University in Fort Collins, Colorado.

In his free time, Doug likes to scuba dive (sometimes globally) and play golf. One day he aspires to open “Doug’s Scuba Shop." He also holds vodka-tasting events upon request.

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Designations

Certified Public Accountant (CPA), Personal Financial Specialist (PFS), CERTIFIED FINANCIAL PLANNER™ (CFP®)

Licenses

FINRA Series 7, FINRA Series 66

Life, health, disability and long-term care insurance licenses in Colorado

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.