Multi-Generational Financial Confidence.

About Barbara

With a rich background in banking and financial lending, Barbara brings her knowledge and experience in servicing clients of our firm. She is the first point of contact when clients reach out and she truly enjoys conversing and lending a helping hand for both clients and our team. She is primarily responsible for scheduling client meetings and correlating schedules within the office, as well as several other client and office related tasks.

In her free time, Barbara enjoys spending time with her husband Rich and taking on multiple house projects, however challenging. She also takes pride in being an active board member and president of her home owner’s association and has for the past 16 years. And, the think she enjoys most is taking care of friends’ and neighbors’ dogs.

Favorite Food:


If I could meet anyone, past or present, it would be:

Audrey Hepburn

Favorite movie:

My Fair Lady

Favorite holiday:


Place you’d most like to visit:


Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.