Meet the Team
Juan Carlos Barcena, MBA | CEO
Miranda Barcena, RICP® | President
Juan Carlos and Miranda are former teachers, who educate adults as Financial Advisors. They help individuals and families obtain confidence through financial planning, wealth management, and retirement income planning. They also serve small-to-medium-sized businesses of 1 – 150 employees through financial consulting, group benefits, and retirement plans, as well as provide financial wellness for their employees.
Education & Credentials
Juan Carlos has his FINRA Series 7 & 66 securities registrations, and a Master of Business Administration with a concentration in Finance. Miranda has her FINRA Series 7, 63, & 65 securities registrations, and is a Retirement Income Certified Professional®. They both hold Life, Accident & Health Licenses. Juan Carlos is also bilingual in English and Spanish.
Personal
Miranda and Juan Carlos have two children, Bella and JC Jr., along with two black labs. They all love water activities, being outdoors, and spending time with their large extended family. Miranda is a breast cancer survivor, and she and Juan Carlos are die-hard Texas Longhorns, where they met over 20 years ago and have been together ever since!
Community Involvement
- Board of Trustees for the Better Business Bureau Foundation (Juan Carlos)
- Board Member of the Greater Austin Hispanic Chamber of Commerce (Juan Carlos)
- Active member of Financial Women In Texas (Miranda)
- Ambassador committee members for the Austin Chamber of Commerce
- Ambassador committee members for the Greater Austin Hispanic Chamber of Commerce
- Ambassador committee members for EGBI (Economic Growth Business Incubator)
- Active members of the San Antonio Hispanic Chamber of Commerce
- Volunteering at their children's schools
Sheila Barton, Operations Manager
Sheila has an extensive background in corporate services and is a dedicated customer service professional with over 27 years in the oil and gas industry. She provides reliable communication and problem solving to deliver solutions for client needs. For the last 17 years, Sheila has been in the role of sales office coordinator, providing efficiency and organization to the sales team.
Sheila is a proud veteran who served in the United States Navy. She also earned the award of Sailor of the Month in Moffett Field, California amongst approximately 3000 enlisted personnel. She also played basketball for the Navy while stationed in Adak, Alaska.
Sheila has 4 children, twin boys and two girls, as well as 11 grandchildren. She enjoys photography as a hobby and has a great interest in learning astrophotography.
Let's get started.
Contact us today to start your financial journey.