Our History

History of Blue Maple Financial

History of Blue Maple Financial

Blue Maple Financial was started in 2005 as a single-advisor practice by Wes Barnett. 

We opened our first office in 2007, moving to a larger office in our current building in 2009. 

Over the years, the practice grew, and Wes’ wife Angie Barnett came onboard in 2014 as the first administrative assistant. 

In 2016, we moved again and expanded the team by adding our second administrative assistant.  We added our second advisor, James Preece (now retired), in 2018. 

As the practice grew it needed an identity of its own, and in 2019 the brand Blue Maple Financial was created. 

Sam Valerio joined us as our third advisor in 2020, resulting in the move to our current office. 

The year 2021 brought about a change in broker dealers due to the acquisition of Waddell & Reed by LPL Financial, as well as the additions of our fourth advisor and our third administrative assistant, Kelly Horsley. 

We continued to flourish in 2022 and added our former intern Austin Muehlenbrock as our fifth advisor. 

As of the beginning of 2024, we have more than 600 clients across more than 25 states.

Our First Office

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Our History

Our Current Office

Our Process
Our History
Our Values