Our Team

Barry W. Tate, AAMS^®, MBA is the founder and CEO of Viaggio Wealth Partners in Magnolia, Texas, a growing area 40 miles northwest of Houston. In his role, Barry helps successful business owners, families and individuals to leverage their wealth to help them towards achieving their life’s goals. He believes that wealth managed and directed wisely can enhance one’s own life journey and enrich others along the way.

Barry is a former CPA and after graduation from Texas A&M University with a BBA in Accounting he began his career journey in Texas state government as an Assistant State Auditor for the State of Texas, and later as the Director of Internal Audit at Sam Houston State University. After earning his MBA, he moved into the financial services industry to support independent life insurance agents with estate planning cases at the American General Financial Group (now AIG). 

Barry later joined Edward Jones Investments and started a financial advisory office from scratch in the Magnolia Texas area. He affiliated with Kestra Financial in 2019 to form an independent wealth management practice to provide quality financial advice to his local and extended community. His vision is for Viaggio Wealth Partners to help multiple generations of families and business owners live the life they envision by using customized strategies to help them towards achieving financial success.

Barry earned his BBA in Accounting from Texas A&M University and his MBA from Sam Houston State University and is a member of the Beta Alpha Psi and Beta Gamma Sigma honor societies. He holds Series 7,  Series 63 and Series 66 securities licenses through LPL Financial and is insurance licensed in several states. He is a former Chairman of the Board and long-time Board Member of the Greater Magnolia Chamber of Commerce and has served in various capacities within Magnolia Bible Church. 

Barry and his wife Vicki reside in Magnolia, Texas but spend as much time as they can in Maui, Hawaii. Their family includes 4 children, 7 grandchildren, 2 yellow Labrador Retrievers and 2 longhaired Dachshunds.

Julie joined Viaggio Wealth Partners in February 2024 as our Client Service Specialist. Her role includes scheduling client investment updates, handling incoming and outgoing funds requests, running our CRM system, and running client reports needed for Barry.

Over the past 16 years she has handled logistics and other financial matters in the oil and gas industry for offshore surveyors at Lloyd’s Register. She was responsible for over 60 surveyors and handled logistics arrangements, payment of expenses and payroll. 

Julie grew up in Houston, Texas and graduated from Northshore High School in Houston. She currently lives in Conroe and has two children and one granddaughter, 2 cats and 1 dog. In her spare time, she enjoys spending time with her family and going to the beach.