Providing prompt, professional service with a high attention to detail.
As Officer, Wealth Onboarding Specialist, Barbara helps with the administration of more than 160 family office trust accounts. Barbara demonstrates attention to detail and organizational skills that are key to her complex and fast-paced role. She continually strives to provide prompt and professional service to her clients.
- More than 25 years of experience in the financial services industry
- Graduate of the University of Wisconsin – Parkside
Ask Me About
- Wealth Strategy
- Estate Planning
- Retirement and Financial Planning
- Active with her church, Lutheran Church of the Resurrection
- Serves as Treasurer for the Endowment Board, prayer chain member and assists with fundraising activities for the youth program