With over 50 years of experience in tax and financial statement preparation, Barb is a seasoned expert dedicated to helping owner-involved businesses thrive. Barb’s approach is deeply personal and client-centered, focusing on equipping business owners with the tools they need to truly understand their financial situation.

Barb excels at communicating complex financial concepts in a clear and approachable manner. She ensures that her clients understand the issues at hand and what steps need to be taken. She believes in creating long-term plans rather than opting for quick fixes, which allows her clients to achieve sustainable success.

Barb views each client as a unique combination of their business, individual, and family interests. She works tirelessly to help them achieve their goals as a cohesive unit. By collaborating closely with attorneys
and financial advisors, Barb crafts comprehensive strategies that optimize tax outcomes and align with the client’s broader objectives.

Her ability to build strong relationships and earn the trust of her clients is a testament to her integrity and dedication. Barb believes that while her clients are experts in their own fields, they shouldn’t have to become experts in accounting as well. Instead, she empowers them with the knowledge they need to make informed decisions, allowing them to focus on what they do best.

Barb is more than just a financial advisor; she is a trusted partner committed to the long-term success and well-being of her clients.

Outside of her professional life, Barb enjoys playing softball, volleyball, golf, and cards, adding a balanced and active lifestyle to her impressive professional achievements.