Barb has been leading our tax and financial planning group since 2006. She earned a BA from Lakeland University in Accounting and Business Administration and graduated from the National Graduate Trust School at Northwestern University. With over 30 years of trust and financial experience, including 24 years concentrating on trust-related tax issues, Barb has an extensive record of client success. She is an invaluable resource to the other investment and trust professionals at Legacy and our clients.

Barb can be found visiting her two adult children, Austin and Jill when she’s not busy studying the ever-changing IRS tax laws and regulations. Barb also enjoys taking motorcycle excursions with her husband, Don, and their friends, boating during the summer, playing in a local weekly trivia competition, and reading political thriller novels.