Barbara is a Michigan native who moved to Virginia in 2009 and joined Equity Concepts as a Client Services Associate in 2021. She graduated from Indiana Wesleyan University with a Bachelor of Science and brings with her a wide variety of experiences. She can organize like nobody’s business, but probably shouldn’t be depended on to keep your plants alive while you’re on vacation. Barbara and her husband, Steve, live in Mechanicsville with their kids, turtles, and bearded dragons. Barbara can regularly be found at Bible study, yelling at the TV during college football season (Go Blue!), reading or listening to audiobooks, cheering for her kids at their sporting events, singing karaoke, and spending time with her family.
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If you’re looking for thoughtful coordination across strategic planning, investments, and tax, we’d welcome the opportunity to connect.
