Black Barn Financial, LLC

Kacie Swartz is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Black Barn Financial, LLC. She previously worked at Stone Asset Management, Inc. for nine years before joining Black Barn Financial. Black Barn Financial is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages client portfolios on a discretionary basis using a combination of fundamental and technical analysis, offering tailored long- and short-term strategies with integrated ESG considerations and a focus on client education.

Elisa Hanson is a Series 65-licensed financial advisor with six years of industry experience. She has been with Black Barn Financial, LLC since 2016, working as part of a four-advisor team based in Marengo, Illinois. Black Barn Financial is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $165 million in client assets, offering discretionary portfolio management and flexible financial planning services that incorporate both fundamental and technical analysis tailored to client-specific investment policies.

Sara Glakas is a financial advisor at Black Barn Financial, LLC in Austin, TX, with 13 years of industry experience. She holds the Series 65 designation and has been with Black Barn Financial since 2015. Outside of her advisory role, she co-hosts the educational podcast Women on the Verge of a Financial Breakthrough and serves on the Board of Directors for YWCA Greater Austin. Black Barn Financial is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage discretionary portfolios, integrating client-directed ESG considerations and offering flexible financial planning services.

Amy Calistri is a financial advisor at Black Barn Financial, LLC in Austin, TX, with nine years of industry experience. She holds a Series 65 designation and has worked at Black Barn Financial since 2016. Outside of her advisory role, she contributes as a freelance writer for NS Sports Media, focusing on sports and the sports betting industry. Black Barn Financial is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages client portfolios on a discretionary basis, employing both fundamental and technical analysis with long- and short-term strategies tailored to each client’s Investment Policy Statement.