About Barbara
Barbara works with clients to craft a financial plan that aligns with their values and passions. She strives to inspire clients to pursue the life they’ve always dreamed of living. In doing so, she focuses on educating them about their financial resources and how to invest for success. She loves serving as a sounding board for ideas, an empathetic listener when clients have concerns or are faced with challenges, and a collaborator when they need reassurance.
Barbara was drawn to providing financial guidance while in college when the industry was just starting to grow. She imagined a career where she could help people be intentional about their financial decisions, and that seemed like an incredible calling. She enjoys calming her clients’ fears, showing them the path forward, and walking alongside them throughout their life journey. Her goal is to make a difference in her clients’ lives, and she appreciates the trust she builds with them through the ups and downs of life, as well as the markets. She is actively engaged in the National Association of Personal Financial Advisors, serving on the professional development committee and as chair of the fall conference.
As an Air Force brat and later an Air Force spouse, Barbara has lived all over the country, though she has lived in the Mid-Atlantic region since 1999. In her spare time, she enjoys jogging, hiking, and biking with her husband, Karl, and their dog, Sarge, a rescue and foster fail. They moved to the mountains of North Carolina in 2022 to help care for her mother. She splits her time between Virginia and North Carolina.
Education and Professional Milestones
-Valdosta State University - bachelor’s degree
-College for Financial Planning - master’s degree in financial services
-Prior to Focus Partners Wealth, has worked at a variety of firms throughout the eastern U.S. and served as a business owner, director of planning, and adjunct professor
Barbara works with clients to craft a financial plan that aligns with their values and passions. She strives to inspire clients to pursue the life they’ve always dreamed of living. In doing so, she focuses on educating them about their financial resources and how to invest for success. She loves serving as a sounding board for ideas, an empathetic listener when clients have concerns or are faced with challenges, and a collaborator when they need reassurance.
Barbara was drawn to providing financial guidance while in college when the industry was just starting to grow. She imagined a career where she could help people be intentional about their financial decisions, and that seemed like an incredible calling. She enjoys calming her clients’ fears, showing them the path forward, and walking alongside them throughout their life journey. Her goal is to make a difference in her clients’ lives, and she appreciates the trust she builds with them through the ups and downs of life, as well as the markets. She is actively engaged in the National Association of Personal Financial Advisors, serving on the professional development committee and as chair of the fall conference.
As an Air Force brat and later an Air Force spouse, Barbara has lived all over the country, though she has lived in the Mid-Atlantic region since 1999. In her spare time, she enjoys jogging, hiking, and biking with her husband, Karl, and their dog, Sarge, a rescue and foster fail. They moved to the mountains of North Carolina in 2022 to help care for her mother. She splits her time between Virginia and North Carolina.
Education and Professional Milestones
-Valdosta State University - bachelor’s degree
-College for Financial Planning - master’s degree in financial services
-Prior to Focus Partners Wealth, has worked at a variety of firms throughout the eastern U.S. and served as a business owner, director of planning, and adjunct professor