Barbara began her career as a Financial Advisor with Waddell & Reed in 2010 after many years in the financial services industry in the roles of real estate agent and mortgage banker. In 2021 Waddell & Reed transitioned to LPL Financial and Barbara is proud to introduce her DBA, Night Star Planning & Wealth Management.
Barbara focuses on assisting clients in the development of a holistic financial plan designed to address both their immediate goals and their long term financial needs. She believes her experience in real estate, college planning, and home ownership all allow her to anticipate and deal with the many aspects of client financial decisions.
As President, Financial Consultant & Wealth Planner for Night Star Planning & Wealth Management, Barbara maintains that financial planning must be central to the advisory process and believes it is the key to a successful retirement. With a comprehensive plan serving as a financial road map as well as consistent annual check-ups, she feels clients can be more confident that they are heading in the right direction in their financial lives.
Barbara was raised in a US Air Force family with two brothers, lived and traveled all over the USA and even spent her first grade year of school in the United Kingdom. Her parents worked hard to support the family, and she has found inspiration in her mother, a strong household manager who taught her family effective money management habits that Barbara employs in her practice today.
Barbara calls Larry, Barbara's husband of 33 years, a "Prince Among Men," and they enjoy wine tasting, traveling, and gardening together. Barbara's son and daughter are both living and working in Tampa after completing successful college careers.
Associations and Memberships
Carrollwood Area Business Association President
Charity work within the community
Series 7 held with LPL Financial
Series 66 held with LPL Financial
Life and Health Insurance
- Bachelor of Arts
- University of South Florida