Special Strength: Listening and pragmatic problem-solving.
Goal: To take clients from overwhelmed to empowered.
Focus: Financial planning during life transitions, helping clients to pivot and adapt when the unexpected happens.
Interests: Being her teenage son’s biggest cheerleader in life and on the soccer field, traveling, and Shark Tank and Dateline on a Friday night.
Her Colleagues Say: "Barb is a strong force on our team, a true wealth of experience with the ability to use her combined talents to assimilate new information and produce results quickly. And, she is on a personal quest for the PERFECT toilet paper. Just ask her about our Fat Pants Brewing Co. team outing!"
Barb spent years in private law practice where she practiced in the areas of family law and estate planning. She is no stranger to financially complex divorces, family estates, and the intangible dynamics impacting these issues. She gained valuable experience working on complex issues, including spousal maintenance, business ownership, non-marital property and executive compensation plans. Her work in these areas adds a layer of depth to her financial planning practice and in her work consulting with clients during the divorce process.
Experience has taught her that every client’s situation is truly unique, and that digging in and finding those “minor” details can have a major impact on outcome and success. She is a firm believer that with the right professionals, a well thought out plan, and support in executing the plan, individuals can take the reins over their financial future. Barb genuinely feels fortunate to be one of those professionals and she looks forward to every opportunity to problem solve with clients.
Education and Designations:
- The Institute for Divorce Financial Analysts, 2023, Certified Divorce Financial Analyst® professional
- Series 7 & 66 Registrations
- Family Mediation Training – Rule 114 Qualified Neutral
- Mitchell Hamline School of Law, Juris Doctor
- Minnesota State University, Mankato, B.S. Communication Studies