Known for her organizational skills and caring customer service, Barbie works closely with our entire team to make sure our clients’ retirement needs are met with a proactive and compassionate approach. Along with her life and health insurance licenses, Barbie brings a wealth of experience and an attitude for helping others plan their financial futures.
Barbie’s professional background includes roles as a client service specialist, mortgage loan originator and new account representative. Her decision to move into the financial services industry was inspired by her love of numbers and her commitment to making a difference in people’s lives.
Outside of the office, Barbie enjoys spending time with her husband of 15 years, Jeff, their daughter, Kaylee, and their three cats, Cooper, Franklin and Billy. She loves camping in the mountains, playing softball, scrapbooking and tackling a good puzzle.