Barb is the direct source of contact for our clients and her warmth, friendliness and caring attitude makes her a key member of our team.
Tax and estate planning questions, tracking down missing information, banking arrangements, requests for withdrawals, and coordinating appointments are some of the many skills Barb brings to the team. She also acts as the director of research.
Barb joined Lawton Partners in 1999 after a 15-year career at a major insurance company, focusing on retirement planning and pension products. She is a proud qualifier of the CERTIFIED FINANCIAL PLANNER® designation and also holds her mutual funds and life insurance licenses.