With more than 30 years in financial services, Barb has a passion for helping people understand their finances - whether that be in a seminar or individual financial planning. You can count on the information being accurate and unbiased.

Barb recently semi-retired from a position running the financial planning department at a local credit union.

She is excited to do what she loves best - deliver presentations and work with individuals and families on personal financial planning.

A native of the Rochester area, Barb currently lives in Fairport with her spouse-ish Jack. The children come and go as they find their place in the world. Their dog Benny and the cat Kili keep them company when the children are not around.

They love travel - ask about their African Safari in the fall of 2025, or the upcoming trip to Machu Picchu, Peruvian Amazon and the Galapagos in May of 2027.

Barb is Vice-Chair of the Board and active volunteer for Rochester Childfirst Network (love going in to play with the toddlers!). She is also an active member and Past President of the Estate Planning Council of Rochester.