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.
Barbara focuses her efforts with plan sponsors to help them manage an effective retirement plan by providing detailed plan and vendor evaluations and delivering comprehensive plan reviews. Through effective plan design, organizations are able to meet their objectives and provide tools for participants to help reach their retirement goals.
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.
CA Insurance License #0806616
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.”