Barb brings a wealth of knowledge and experience across key areas of financial planning, including Financial Needs Analysis, Investments, Advanced Life Insurance, Retirement Income Planning, Estate Planning, Business Succession Planning, Education Funding, Social Security Strategies, Long-Term Care Planning, and Disability Income. Her expertise allows her to help clients navigate complex financial decisions with confidence and clarity.
Outside of work, Barb enjoys spending time with family, friends, and her grandchildren. She loves traveling, exploring U.S. National Parks, and spending time outdoors. While each park holds its own beauty, Bryce Canyon has been her favorite so far.