Barbara is passionate about serving clients as they prepare for retirement and finds it rewarding to help them achieve their goals. Before moving to Colorado, she worked as a Business Analyst at UBS in Chicago and has experience in Business Development, and Managed Services with IHS Markit. Barbara graduated from University of Denver and received her MBA in finance from Kellstadt Graduate School of Business in Chicago. Outside of work she loves to play tennis, hike and ski.
Boulder
2595 Canyon Boulevard Suite 320 Boulder, Colorado 80302