Barbara joined our team in May 2018. She has been in the Financial Services industry since 1967. Her background in the brokerage operations area is a huge asset to our firm as well as her many years as an assistant to many top producers.
Barbara’s primary responsibilities include setting up new client accounts, client account inquiries, and administrative duties supporting Shelly, Byron, and Kathy.
Barbara has two children and six grandchildren and loves spending time with them. She is active in her church and enjoys travel and a good game of Bingo.