As the office manager, Barbara manages the client database, prepares paperwork for meetings, prepares and submits client applications for investments and insurance, submits and tracks incoming checks, resolves issues with the home office, schedules and confirms appointments, manages workflow, and works to make sure files and paperwork meet our compliance standards. Barbara also performs various administrative duties as needed.
Barbara has a BA in Fine Arts from the University of Maryland University College. She is married with two sons and one granddaughter. She is also the Vice President and Events Chair of a local non-profit which was initiated to restore and preserve a historic farm in Annapolis near Cape St. Claire, MD. She enjoys spending time with her family, history, reading, riding UTVs in Southern WV, and other outdoor activities.