FINANCIAL MANAGEMENT COORDINATOR

The wizard behind the scenes

Barbara is our go-to guru for handling all of the securities paperwork, ensuring everything runs smoothly behind the scenes. With her friendly and professional approach, she’s also likely to be the first person you’ll connect with - whether she’s answering the phone or greeting you with a warm smile at the office.

A proud graduate of the University of Pittsburgh, Barbara earned her Bachelor's of Science in Business Management and Economics, followed by a Master’s in Public Administration. Whether she’s streamlining processes or ensuring clients feel welcome, Barbara keeps the firm running like clockwork!

Barbara is a registered client services representative and has been an integral part of the team since 2007, bringing dedication and expertise to every interaction.

Barbara holds FINRA Series 6 and 63 securities registrations through Commonwealth Financial Network®.