Aligned with the shared goals of the Oley Kinser Concierge Wealth team, Barbara is focused on consistently delivering a “family office” style experience, providing the utmost care for our valued clients. Barbara joined our wealth management practice following a successful 9-year tenure as an educator in the Collier County public school system, where she earned the prestigious “Teacher of Distinction” award for the 2018-2019 school year. Her background as an educator, planning for and navigating through the day-to-day challenges of the classroom, while working closely with families and their loved ones, positioned her exceedingly well to deliver superior client experience in the ever-evolving financial services industry.
At the center of the Oley Kinser Concierge Wealth team, Barbara’s primary focus is managing client requests, ensuring operational efficiencies, and spearheading the team’s continued business development. She is also a key point of contact to proactively assist clients with scheduling, account maintenance and administration. As an added convenience for clients, Barbara is also a licensed notary in the State of Florida.
As a rare native to Naples, Florida, Barbara has watched the Southwest Florida region grow and evolve into the beautiful place that it is today. Barbara is a graduate of the University of Central Florida where she received a Bachelor of Science degree in Psychology with a minor in early childhood education and development.
Outside of the office, Barbara enjoys the beautiful weather in Florida by going to the beach and kayaking, while also finding time to travel. Barbara most values her quality time spent with family and friends.
Barbara enjoys being involved in the local community and she is very passionate about making positive impacts in the lives of others. She is honored to volunteer for the Special Olympics as well as the Freedom Waters Foundation.