About
Barbara has been helping individuals and families make confident financial decisions for more than 20 years. She began her career researching industrial companies for an investment bank before discovering her passion for working directly with clients. Today, she enjoys building lasting relationships and helping families navigate life’s financial milestones with thoughtful planning and personalized guidance. She combines decades of investment experience with advanced professional credentials, which allows her to provide comprehensive investment and financial planning advice tailored to each client’s unique goals.
As the mother of a son with autism, Barbara has developed a deep understanding of the unique financial and estate planning needs of families caring for loved ones with disabilities. To serve these families better, she earned the Chartered Special Needs Consultant (ChSNC®) designation, giving her specialized experience in creating long-term financial and estate plans designed to provide stability and support for dependents with special needs.
Outside of work, Barbara enjoys traveling and spending time with her two sons and their mini-Labradoodle. Originally from Chicago, Barbara is a devoted Chicago sports fan who now calls New York City home, where she enjoys discovering new neighborhoods on long walks.
Education
- BA, Dartmouth College
- MA , University of Michigan Ford School of Public Policy
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation