Barbara started working in the finance industry in 2015 and developed a passion for exceptional client service. In 2023 she achieved the Behavioral Finance Advice, BFA ™ designation which has given her a better understanding of client behavior and the ability to build a stronger client relationship through trust and empathy. One of her main goals is to have a meaningful relationship with each client and to play an important role in the customized planning experience that is carefully and uniquely designed to help accomplish the client's financial goals.
Barbara grew up in Colorado, but with more than 20 years in Alabama, she is a true Southern girl. She lives out in the country with her husband, Richard and their daughter, Whitney. Richard owns his own business and Whitney attends Briarwood Christian School.