Barb began her career at a local financial institution in 1977 and is a former banking officer and industry veteran with over 30 years of financial services and investment experience.

Barb consults with high-net worth individuals and business owners to help them implement wealth preservation, growth and transfer strategies along with estate and business succession planning.

“The great advisors build portfolio based on their client’s goals, not on a view of the economy or the markets.” – Nick Murray