For two decades, Barbara lived and worked in New York City helping people create, distribute and conserve wealth. She is a leading marketer of financial products, a frequent industry speaker and is published on topics ranging from estate analysis to business succession strategies. In the new millennium Barbara moved to Savannah and now divides her time between the North and South operations.
Barbara is the mother of three children and grandmother of five. She is actively involved with charitable work for retarded persons, as well as mentoring an inner city high school student. She is a bicyclist and time permitting loves to read, travel and be with her friends and family.