Rooted in family. Built on trust. Guided by experience.
Gainline Financial Partners has grown through more than 40 years of trusted relationships, thoughtful planning, and a commitment to doing what’s right. Built by a multigenerational team and shaped by decades of steady evolution, we continue to blend deep experience with forward-looking strategy to serve clients across generations.
Claudia Henry Barkmeier began her career at Merrill Lynch in Baltimore before moving to Boulder in 1980, where she became a trusted advisor to many of the client families we still serve today. In 1997, she was joined by her husband, John, whose background in mathematics and technology added analytical rigor and discipline to the practice. Paul Rohr joined the team in 2013, complementing John’s analytical approach and expanding the firm’s capacity for personalized client relationships and long-term planning.
In 2016, the three formalized their independent vision and launched the firm that would become Gainline Financial Partners—rebranding in 2018, the same year Sonya Gillis joined to lead operations and client service. In 2019, Charlie Barkmeier joined the team, bringing a strategic, problem-solving mindset from corporate finance that helped position Gainline for continued growth and the leadership transition that unfolded methodically over the next five years.
As part of that growth, Gainline became an independent, SEC-registered investment advisor in 2023, enhancing our autonomy and enabling greater access to modern tools, technology, and solutions while further cementing our commitment to the fiduciary standard for our clients.
In recent years, we’ve continued to invest in the future of the firm—welcoming Casey Wesson, Summer Vaughan, and Nadia Crainich to deepen our team of experienced, client-focused professionals. Their energy and expertise help ensure that Gainline remains well-positioned to serve clients with excellence for decades to come.
Today, Gainline is led by a collaborative team with a shared vision—rooted in the values of integrity, service, and continuous improvement that have guided us from the start and built to thrive in today’s complex financial world.
Gainline Emeritus Members
Retired, 2024
Retired, 2025
Investment advisory services offered through Gainline Financial Partners, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. This website is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these web sites.
