Vice President, Paraplanner
Barbara has an accounting background and extensive experience working with the executive offices of one of the largest telecommunications companies in the country. Barbara began working with Crossgate® Wealth Advisors in 2009 and brings an exceptional set of organizational and support skills to the firm. She oversees the daily office operations, supports our investment advisors and works directly with our clients and our investment custodians. She also is responsible for maintaining many of the critical compliance procedures and records.
Barbara volunteers as a coach to other women helping them to manage their personal budgets. She also enjoys the beach, gardening and spending time with family and friends.
North Warren Regional High School, 1975
Accounting courses, Centenary College, 1979
College for Financial Planning, Foundation in Financial PlanningSM Program 2009