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.
Barb joined Lawton Partners in 1999 after a 15-year career at a major insurance company, focusing on retirement planning and pension products. She holds her mutual funds and life insurance licenses.