Barbara joined Frontier in July 2022 as a wealth advisor bringing with her 30 years of experience in the financial services industry. She moved from Indianapolis to Dallas with Charles Schwab in 2001 to work in their private client branch office in the DFW metroplex. Leaving Schwab in 2007, Barbara has been on the independent advisor side of the industry.
Having worked at independent advisory firms such as Fisher Investments, United Capital Financial Advisors, and Concorde Investment Management, Barbara has extensive experience in investment management, financial planning, business succession and estate planning. Her passion is to help each client achieve their personal and financial goals.
Barbara is a graduate of Purdue University in West Lafayette, Indiana, with a bachelor’s degree in finance. She earned her CFP® certification in 1997.
In her free time, Barbara enjoys travel and spending time with family and friends. She is an avid equestrian and can be found riding her horses and enjoying outdoor activities such as pickleball on the weekend.