Founder, Financial Advisor
The founder of our firm, Barbara has been in the financial services industry for nearly 35 years. She has worked in the Cedar Rapids area her entire life and is proud to have founded a family business now in its second generation. As an advisor, she is deeply committed to serving her clients’ needs and helping them with their biggest retirement challenges.
Barbara earned a bachelor’s degree from the University of Northern Iowa and holds FINRA Series 7, 63, and 66 licenses.
Outside of work, Barbara remains active in her church and serves on the boards of multiple area organizations. She and her husband, Bill, live in Swisher, Iowa, where they have maintained a farm for more than 50 years.