Barbara brings over 20 years of experience to her role as a Registered Client Service Associate, along with a strong background in the financial services industry. She understands what it takes to deliver a high-quality client experience and is known for her exceptional communication, organizational skills, and professionalism.
Often a first point of contact for clients, Barbara assists with new account setup, manages service requests, and supports ongoing client needs, ensuring a consistent and responsive experience. Her deep familiarity with our firm and dedication to client care make her an invaluable resource to both our clients and advisors.