Barbara and her husband Mauro live in Macomb Township. They have have three children, Lorice, a nurse, Mario, a tile contractor, and Rachel, a CPA. They also have seven grandchildren, three girls and four boys.
In her leisure time Barbara enjoys spending time with her family, and especially with the grandchildren. She also enjoys walking and biking, scrapbooking, and reading.
Barbara has over 19 years experience in both, financial and estate planning strategies. She works with seniors, professionals, business owners and their families to help maximize their wealth. Barbara’s focus is set on helping investors develop an individualized plan to help preserve their capital and increase their income, while maintaining their independence in retirement. Because of this “planning” driven approach, she emphasizes long–term relationships, which are the cornerstone of her business practice.
Barbara is affiliated with the America Group Retirement Strategy Centers and LPL Financial, which is one of the leading independent financial service firms. Unlike many other brokerage firms, LPL does not develop its own investment products, enabling their investment professionals to offer objective financial advice.
She holds life and health insurance license in the state of Michigan. She is also a member of the Senior Coordinating Aging Network, Macomb County Healthcare Alliance, and Sterling Heights Regional Chamber of Commerce & Industry.