Barb is the Practice Manager of Wealth Advocate Group, LLC. She provides administrative support and expertise in the areas of investments, retirement planning and life insurance. Barb is responsible for processing and following through on all new investment and insurance business. She handles all client correspondence and fields telephone calls in addition to managing the day to day work flow. She has worked with Dave since 2002.
Barb graduated from Notre Dame College of Ohio with a Bachelor of Arts degree in business Administration and Marketing Management. She is licensed for Investment Series Six and Ohio Life and Variable Annuities with LPL Financial and is a Notary Public in the state of Ohio.
Barb lives in Twinsburg, Ohio with her youngest daughter Kara and their rescue dog Riley. She is an avid reader, card shark and enjoys spending time with family and friends.
OH Insurance License #629383