Denise Barrows

Denise Barrows is a Founding Partner and Director of Wealth Management & Tax Advisory, providing integrated guidance that helps clients make confident financial decisions across every stage of life. With deep expertise in both tax planning and financial planning, Denise brings a perspective that aligns investment strategy, tax efficiency, and long-term goals.

 

Denise works closely with individuals, families, and business owners to develop comprehensive wealth strategies that extend beyond portfolio construction. Her advisory approach emphasizes proactive tax planning, retirement income strategies, estate and legacy planning coordination, and thoughtful risk management, all designed to support lasting financial security.

 

As a CPA and CERTIFIED FINANCIAL PLANNER® professional, Denise plays a key role in shaping the firm’s integrated planning philosophy and ensuring tax considerations are embedded in every wealth management decision. She is especially skilled at helping clients navigate transitions such as retirement, business ownership changes, and evolving family needs.

 

Denise is actively engaged in both professional and community leadership. She has served as a director on the Financial Services Institute board, the Chambersburg Hospital board, and as a council member and president at Trinity Evangelical Lutheran Church. She is a member of the American Institute of CPAs (AICPA), the Pennsylvania Institute of CPAs (PICPA), and the Financial Services Institute (FSI). 

 

Within the firm, Denise provides strategic leadership for the wealth management team to ensure a consistent, high-quality client experience. She is known for her calm, steady guidance and her commitment to building long-term relationships rooted in trust, education, and transparency.

Outside of the office, Denise values time with family, community involvement, and lifelong learning. Her leadership and dedication to comprehensive planning support the firm’s mission of delivering Security Beyond the Numbers.