Barbara joined Union Investment Services in 2007. She has over 40 years of trust, private banking, investments and mortgage service experience.
Barbara works with our wealth management team to help her clients realize their financial goals and dreams. She helps them assess their current financial situation, identify opportunities and goals for the future, and put them on the path to future success.
Barbara has obtained a Certified Trust and Financial Advisor (CTFA) designation and currently serves as a member of the Trust Administration Council of Richmond. She enjoys travelling to foreign countries and is actively involved with civic organizations like Kiwanis and Daughters of the American Revolution.
"It gives me no better pleasure than to work with a family for 30 years, see all that they’ve accomplished and then have the wonderful opportunity to work with their children and grandchildren to set them up for a successful future."