“When I realized how well Marshall Financial’s approach to wealth management aligns with my own personal and professional philosophy, I knew I had found the right fit.”
Barb’s Role at Marshall Financial
Barb’s multi-disciplinary background proves a strong foundation for her role as a Senior Wealth Advisor. With a law degree, extensive experience in estate and trust planning and administration, and a previous position as a Vice President/Wealth Advisor, she brings the perfect blend of knowledge and expertise to Marshall Financial clients. “I’ve worked with many high net worth individuals, helping them meet their personal goals today and preparing their adult children for tomorrow, so they can grow their wealth across generations,” she says.
This diverse background is the ideal springboard for advising the firm’s clients as they think about what their money can do for them and how to make that happen. “I’m a problem-solver at heart, so I’m especially good at spotting issues and developing creative solutions that help people meet their financial and personal goals,” she says.
Get to Know Barb
Barb describes herself as “all about helping others” and the consummate planner, so a career in financial services and wealth management was a natural. “Managing wealth isn’t a money business; it’s a people business,” she says, and that proved a strong draw for someone who’s always been a sounding board and guide for colleagues, clients, and friends. “I love working closely with a client to develop a plan and seeing everything happen the way we thought it would,” she says.
As a college athlete, Barb had the opportunity to compete in the Women’s College World Series, the NCAA Division I softball championship tournament, which she describes as “a mind-boggling experience.” These days her sport of choice is disc golf, which draws her to courses throughout the area to hone her skills. True to her softball roots, Barb enjoys watching the Phillies. But when it comes to being a fan, nothing tops following her husband’s reggae band.
With Marshall Financial since 2021
In financial services since 2007
Affiliations – Past & Present
BS, Niagara University
MPH, University of South Florida
MS, St. Joseph’s University
JD, Villanova University School of Law