Barbara believes that a secure financial future is designed, not accidental. A graduate of Drexel University, she began her career as an architect, developing a strong foundation in structural integrity through work in both residential and commercial design. After owning and operating the financial side of an international interior design and custom furniture firm, Barbara returned to the U.S. with a unique perspective: she realized that many people lack a solid "blueprint" for their wealth.
Today, as a recent CERTIFIED FINANCIAL PLANNER™ (CFP®), Barbara applies her designer’s eye and business acumen to help clients build long-term financial security. She specializes in a smooth client onboarding, plan implementation, comprehensive wealth management, retirement and cash-flow planning, and tax strategies, ensuring every part of a client's financial life works in harmony.
Barbara also earned her Certified Divorce Financial Analyst (CDFA®) designation, after being personally affected by her parents' divorce. This enables her to support clients in ensuring an equitable division of assets. She guides clients through the complexities of the process, drawing on her expertise in personal, business, and tax matters to support informed decision-making.
Outside of helping clients “blueprint” their futures, Barbara enjoys traveling and making memories with her husband and son while skiing, golfing, and boating on Lake Norman.