Barbara began her career in the financial industry in 1980 and has robust experience in banking and investments. As a financial advisor on a team of eight professionals, she serves her clients with a high level of care and compassion. First and foremost an advocate for her clients, Barbara strives to help the families she serves to sustain and grow their wealth.
Highly knowledgeable in a broad range of insurance products, Barbara combines financial planning, portfolio management, retirement planning, alternate investments, 529 education savings plans, and more to create customized portfolios that best suit her clients’ needs. She leads her team’s support staff in providing prompt and thorough assistance; this key role ensures their high-quality foundation of service.
Barbara grew up in Hampton Roads and currently lives in Williamsburg. She enjoys spending her spare time with her children and grandchildren.