Throughout her more than three-decade career in financial services, Barbara has developed strong relationships with clients by putting their best interests first and listening carefully to what’s said and what’s left unsaid. Responsive and compassionate, she goes the extra mile for clients in planning for their financial futures. She mainly serves multigenerational families. “My clients tell me they love that I can pick right up where we left off in conversations,” she says. “I truly look at them as friends as well as clients.”
She joined Jackson/Roskelley Wealth Advisors in 2004, and previously owned her own financial advisory practice, Professional Planning Associates, from 1978 to 2002. She was also co-owner of Commercial Leasing Update, a real estate magazine, from 1990 to 2002. Her educational background includes earning a master’s degree in education from the University of Nebraska, Lincoln, and a B.A. in education from Wayne State College. She is a Chartered Financial Consultant® and Chartered Life Underwriter®, taking a comprehensive approach to financial planning.
Staying involved in the community is important to Barbara. She is a member of Arizona Town Hall and the Valley Leadership Alumni Association. She has also served on the board of the John C. Lincoln Health Network, and in various roles for the Phoenix Chamber of Commerce.
Born in Fremont, Nebraska, she currently lives in the Biltmore area in Phoenix. In her free time, she enjoys hiking, weight training and reading.
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