John Barrow

John Barrow

Senior and Staff Accountant

Followers of John Barrow336 followers
location of John BarrowWinston-Salem, North Carolina, United States

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  • Timeline

  • About me

    CPA/PFS & Wealth Management Advisor at Brendle Financial Group, LLC

  • Education

    • Appalachian State University

      1984 - 1986
      Bachelor of Science in Business Administration Accounting and Finance Graduate

      Activities and Societies: Beta Gamma Sigma Honor Society Beta Alpha Psi Honor Society Magna Cum Laude

  • Experience

    • Ernst & Young

      Dec 1986 - Oct 1989
      Senior and Staff Accountant

      Joining Ernst & Young immediately after graduating from Appalachian State University, I worked primarily on the audit staff during performance of multiple engagements across many diverse companies and industries. I also worked for a period in the tax department during busy season helping to prepare and deliver individual and corporate income tax returns.

    • Lyon Construction, Inc.

      Oct 1989 - Dec 2013
      President and Chief Financial Officer

      ♦ Led completion of over $100 million in public construction projects over five years.♦ Planned for and managed all financial issues for organization over more than 20 years.♦ Maintained CFP® certification and CPA credentials with ongoing education and development as well as hands-on financial management activities. As President of Lyon Construction, Inc. I directed a team of construction professionals and administrative and accounting staff during the completion of over $100 million in construction projects from 2007 through 2012. During this time, I managed individual project management teams responsible for construction projects ranging from $5 million to over $20 million. I excelled at building management teams, setting financial strategies, and monitoring the performance of the company.As the Chief Financial Officer (CFO) of Lyon Construction, Inc. I was responsible for all accounting and financial reporting, handling mandatory financial filings, and preparing financial statements. Other financial management activities included the following: created business plans, performed short and long-term financial and cash-flow planning, analyzed cash needs and usage, and developed growth strategies relating to the company's capital needs. I managed the company's cash investments and excess cash flow, liquid and non-liquid corporate assets, banking and bonding relationships, and protected business ownership through succession and estate planning. Show less

    • Blue Rock Wealth Management

      Jan 2014 - Feb 2018
      Financial Advisor

      Working from the foundation of being a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant (CPA), and a former President and CFO of a multi-million dollar capital-intensive corporation, I brought a rigorous process to financial planning for individuals and organizations. The services I provided included in-depth client interviews to determine goals, priorities and risk tolerance, reviewing issues concerning taxes and tax planning, and reviewing current portfolio assets. Following the interview and review, I created comprehensive strategic plans built on appropriate investments. I continually monitored portfolio performance, collaborated with other professionals to coordinate activities to meet client needs, and planned with business owners to address their special needs and concerns. Show less

    • Brendle Crouse P.A.

      Feb 2018 - now
      Financial Advisor

      At Brendle Crouse P.A. and Brendle Financial Group, LLC, we are a team of tax-centric trusted advisers that provides personalized recommendations to enrich the lives of our clients and their families and help them meet long term goals and dreams. With extensive knowledge of tax and investment strategies, we provide diversified and comprehensive financial planning. A greater sense of security and stability for your family begins with our very first conversation.We meet initially to review your current situation and discuss how we can help, and then determine if there is a right FIT for us to work together. Our team focuses on the core concerns and goals of our clients, helping them make better informed financial decisions, build wealth, and take control of their financial lives. Our purpose and mission is to enthusiastically and passionately provide exceptional wealth management and comprehensive financial planning services in a concise and understandable way.Recommendations and endorsements on my LinkedIn profile are considered testimonials and are not allowed pursuant to SEC rules. Show less

  • Licenses & Certifications

    • Certified Financial Planner

      Certified Financial Planner Board of Standards, Inc.
      Aug 1995
    • Certified Public Accountant

      North Carolina Certified Public Accountant Board of Examiners
      Feb 1989
    • CPA Personal Financial Specialist (PFS)

      AICPA