Barbara graduated from St. Anselm College in 1981 with a bachelor’s degree in history. She is Series 7, 63, 66, insurance and annuity licensed. Barbara has earned the designation of CERTIFIED FINANCIAL PLANNER®. This rigorous curriculum gives her the knowledge necessary to analyze every aspect of a client's investment needs. She has also earned the firm’s internal professional designation of Accredited Wealth Manager (AWM) which provides financial advisors with cutting-edge strategies and training in the areas of estate and trust services, insurance solutions, and advanced investment strategies.
Barbara enjoys being active in her community by serving on the Parish Council, Building Committee and Charitable Foundation at St. Catherine of Siena Parish. She also serves on the Palace Theatre Advisory board and is a member of the New Hampshire Estate Planning Council. Barbara lives in Manchester with her husband, Peter, and their three children.