Barbara brings more than 24 years of investment experience to your family’s finances. As a Laguna Beach homeowner, she understands your unique lifestyle concerns, and can create customized strategies to reflect your values and goals.
Barbara is active in many community events and enjoys the relationships she has formed over the years. She has served as a member of the Board of SchoolPower, a fundraising organization for Laguna Beach schools. She is past president of the Woman's Club of Laguna Beach.
Like you, Barbara believes wealth should be used to improve the quality of life. That’s why she listens to learn about your hopes and dreams, and creates comprehensive strategies that reflect your unique lifestyle.