Barb brings 15 years of financial services experience to her role as Administrative Associate, working in support of advisors and clients.  She is part of the service team which focuses on AccountView and advisor administrative activities.  In her free time, Barb enjoys spending time with her family, kayaking, and soaking up the sun on Michigan’s beautiful lakes!

Barb brings 15 years of financial services experience to her role as Administrative Associate, working in support of advisors and clients.  She is part of the service team which focuses on AccountView and advisor administrative activities.  In her free time, Barb enjoys spending time with her family, kayaking, and soaking up the sun on Michigan’s beautiful lakes!