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Barbara is a Senior Financial Planner with the Private Client Advisory and Financial Planning teams at First National Bank Wealth Management. She specializes in providing comprehensive and personalized financial planning that incorporates investment, retirement, tax, protection and estate planning strategies.
Barbara earned her Bachelor of Business Administration in Finance from Texas Christian University. She spent 20 years of her career in corporate finance before deciding to pursue a more rewarding path of financial planning for individuals.
Barbara is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant (ChFC®). In addition, she is actively involved with the Financial Planning Association of Nebraska and is currently serving as President.
Barbara’s compassion for animals is evident by her long-time involvement with the Nebraska Humane Society and the Friends Forever Board where she is currently President-Elect. On any given weekend, you will catch her Dining with Dogs, Walking for the Animals, or mixing it up at Black Tie & Tails.
Family time is spent exploring the world with her husband, road-tripping across the Midwest for lacrosse tournaments with their boys, and trying to teach their Brittany that squirrels are not the enemy.
The relief and gratitude shared by clients when you visually demonstrate that they can accomplish their financial goal…there is no better scorecard for job satisfaction.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha