Barbara holds Bachelor of Arts, Master of Science, and Juris Doctor* degrees. She holds court admissions in Pennsylvania and New Jersey; Series 7, 24, and 66 registrations; and is licensed for Life, Health, and Annuities.
As a member of the Financial Planning team for more than 22 years, Barbara’s areas of focus are business succession, estate planning, and family wealth preservation. She enjoys collaborating with Osaic financial professionals to design generational wealth management plans for their clients.
Barbara lives in Lake Worth, FL, with her husband and daughter. The family loves to travel, attend art festivals, and spend time at the beach with their English Bulldog.
*Licensed but not practicing on behalf of Osaic Wealth, Inc.