Barb has almost 30 years of experience in the financial and accounting profession and also holds the designation of Certified Financial Planner (CFP). Before moving into the accounting area, Barb received a Bachelor’s Degree in Music and a Master of Divinity degree and worked in both of these professions. She has additional graduate courses in accounting, tax and business.
In industry, she has been Chief Financial Officer of a $10-million corporation and has published several articles on investments. She has lectured and taught seminars on numerous topics including: charitable giving as an estate planning tool, tax preparation, and estate planning. She and Deb have worked together for almost 25 years.