Barbara joined the JFS team in 2015 after Comprehensive Investment Solutions (CIS) merged with JFS Wealth Advisors. Barbara’s mission is to help clients and their families reach their financial goals by providing investment and planning strategies designed to help build and protect wealth.
Barbara’s educational background includes graduating with a Bachelor’s Degree in Finance from Trenton State College, NJ. Prior to joining JFS, she worked for seven years in banking at the Third Federal Bank. She gained experience in several areas of the bank including commercial lending and as an assistant manager of operations. Continuing with her career development, Barbara earned her CERTIFIED FINANCIAL PLANNER™ certification in 2012 and Certified College Financial Consultant (CCFC) certification in 2021.
Away from the office, Barbara is an active member of the local Financial Planning Association (FPA), as well as the Bucks County Estate Planning Association. In her free time, she enjoys gardening and reading. Barbara and her husband live near Bucks County.