Barbara (Barb) is an integral member of the practice and serves as our clients' main point of contact for scheduling appointments. She also works to enhance our clients' overall experience by seeking to ensure that they have access to their accounts and the information they need to pursue their financial goals.
Barb has over 10 years of experience in the banking, insurance and investment industry. Recently she served as an executive assistant to an independent investment/insurance representative, managing his office and three businesses. Prior to joining the finance world, she was a not for profit CEO in upstate New York.
Barb was raised in New York State, and currently resides with her husband and favorite Boston Terrier near Albany, NY. She enjoys spending time anywhere near water, with her favorite places being the 1000 Islands, The St. Lawrence River, Lake George and Islamorada in the Florida Keys.