Our Team

Get to Know Us Better

We are dedicated to providing the best information and guidance for your retirement and financial future. We’ll always explain the pros and cons of everything because we believe in an unbiased, transparent approach to help you can make smart decisions. We focus entirely on your wants and needs, giving you complete attention and treat you with respect. Below, you can read about some of our life experiences. We feel like a family here, and hope that you’ll feel the same when we meet!


Barbara Traylor Smith

Owner – Financial Professional

Barbara Traylor Smith’s path to becoming a financial professional has been a long winding road where she has encountered a multitude of educational and professional situations which empower her to help her clients secure their financial future. Each client Barbara encounters has a unique financial forecast that requires a personal approach. Long ago Barbara adopted the slogan, “It’s not about your money, it’s about your life.” Her devotion to her clients coupled with her personalized approach to wealth management makes working with Barbara feel like a breath of fresh air.

Barbara received her BA in Accounting from Southwest Texas State University. Following graduation she worked in public accounting in national and regional firms, earning her CPA designation in 1990. She worked primarily in tax preparation for individuals, s-corporations, partnerships, and trusts; she also participated in audits of corporations and non-profits.

Following her career as a CPA, Barbara began working for an Independent Marketing Organization. She served as the primary liaison between advisors and the home office of several insurance companies, in other words she was “The Advisors’ Advisor”. Barbara has trained many advisors in all aspects of the retirement & financial planning process including general investments, tax advantaged investments, life and disability insurance, long term care insurance and annuity policies. Through education and experience gleaned over a career spanning 30+ years, she is well qualified to help her clients plan their retirement utilizing many different tools and techniques.

In 2008, Barbara began operating Retirement Outfitters, LLC in Grand Junction, CO. She continues to help her clients achieve financial security by providing education that embraces her motto, “It’s not about your Money, It’s about your Life”. She is a National Social Security Advisor® certificate holder and an Independent Wealth Advisor with WealthSource Partners.

Outside of her career Barbara stays extremely active in the Grand Junction community. Barbara currently represents District B on the Grand Junction City Council, sits on the STRiVE foundation board, is a board member for the HopeWest Planned Giving Council, participates in WOMAN, the Women’s Mentoring Agent Network, and belongs to River of Life Alliance Church.

Memberships & Associations


WOMAN – Women’s Mentoring Agent Network

Horizon Sunrise Rotary Club – Member

HopeWest – Planned Giving Council

STRiVE – Board Member

Grand Junction City Council – District B

Grand Junction Housing Authority – City Council Representative

Mesa County Community Services Block Grant Tri-Partite Board – City of Grand Junction City Council Representative

Education


Southwest Texas State University (now Texas State University) – Bachelor of Arts Accounting – 1985
The American College – Certified Life Underwriter and Chartered Financial Consultant (in process)

Licenses


Life and Health insurance license – States of CO & CA
Series 65 – Investment Adviser Representative of WealthSource Partners
Certified Public Accountant (former)


Nic Gookin

Independent Wealth Advisor

After seeing friends and family struggle during the Financial Crisis of 2008 – in some cases losing most of their retirement nestegg – Nic decided to pursue a career helping people have a plan in place to protect and grow their assets throughout the ups and downs of the economic cycle.

After completing the rigorous International Baccalaureate program at Palisade High School, Nic collected his I.B. diploma and moved on to Colorado Mesa University where he completed his Bachelor in Finance degree on a full merit scholarship in only three years. After interning at Wealthsource Partners and Retirement Outfitters during the summer and fall of 2017, Nic joined the firm as an Independent Wealth Advisor where he works closely with Barbara Traylor Smith, Doug May and Jeff Murray delivering holistic financial planning to his clients.

As the youngest member of the Retirement Outfitters team in Grand Junction, Nic brings old-fashioned work ethic along with valuable skills in business development, technology and organizational planning into the office. He’s a great fit because he lives our office mantra – it’s not about the money, it’s about your life!

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