Senior Relationship Manager
Barb is a new member of our firm and has a comprehensive background in Accounting and Investments. She has been in the financial industry for over 20 years. She is responsible for overseeing investment and tax client services, providing assistance and facilitating communications with clients. She is also responsible for setting up new accounts and processing client paperwork.
In 2010, Barb passed her FINRA securities licensing exams, Series 6 Investment Company Products/Variable Contracts Limited Representative and Series 63 Uniform Securities Agent State law Examination.
Barb resides in Souderton, PA with her husband Paul and their youngest son, Jimmy. Her two adult children, Amanda and Nicholas, live nearby. Barb enjoys spending her free time with her family and friends as well as her weekends at her home in Cape May, NJ. She enjoys the beach, boating, fishing, concerts, football and baseball.
Favorite Local Restaurants
Via Marconi’s Pizza Pub (Hatfield, PA), Giuseppe’s (Hatfield, PA), Bacco (North Wales, PA)
Why I Love This Area
Growing up in Philadelphia and moving to the suburbs in the early 90’s made me realize how much I love open space. We’re close enough to the city, but far enough away from the hustle and bustle. Also close enough to the shore, stadiums and more.