Barbara works exclusively to provide personalized service to retirement plan sponsors. By focusing on fiduciary responsibilities and plan governance, Barbara provides valuable insight into the management of retirement plans, consistent with industry best practices. Clients are often encouraged and reassured by Barbara’s professional leadership paired with her energetic personality.
Barbara began her career in the securities industry in 1978 and has been working exclusively in the retirement plan marketspace since 1989. Barbara holds the AIF (Accredited Investment Fiduciary) designation from the Fi360, the C(k)P (Certified 401(k) Professional) designation from The Retirement Advisor University and earned her CPFA (Certified Plan Fiduciary Advisor) designation from the National Association of Plan Advisors.
Retirement Goals: “TRAVEL! I love learning about cultures and want to understand everyone’s customs. I would also like to visit every national park in the U.S. on my motorcycle.”