– Specializing in financial planning since 1990, Barbara and her team work closely with clients and strive to create the proper investment balance based on each client's financial goals and risk tolerance. She cares deeply about her clients and wants to ensure that they each receive the exemplary service they deserve. Barbara is a certified Wealth Management Specialist and received Retirement Plan Consultant training through Raymond James.

A native New Yorker, she and her husband, Peter, moved to South Florida in 1976. They have three children and three grandchildren all living locally.

Barbara is active in the community and serves on the board of Pinion as an officer and past president—raising funds for our local Special Olympics. Because of her work with Pinion, the 1000+ Club for Cancer honored her as their Women of the Year.