Barb serves as the Receptionist for our Sun City West, Arizona office. Primarily, she is responsible for greeting clients, answering phones, and delivering exceptional client service. Beyond the front desk, Barb provides invaluable support to our Arizona financial advisors and tax professionals, ensuring seamless operations and client satisfaction. Before joining BFG, Barb honed her experience at a CPA firm, where she managed client relationships, scheduled appointments, assembled tax returns, and handled billing. Barb holds a bachelor’s in communications with minors in special events and gerontology in addition to being a Navy veteran, reflecting her diverse skill set and dedication to comprehensive service.

Outside of BFG, Barb is an entrepreneur, owning and operating her very own bakery. In her spare time, she enjoys bowling in a league with her husband, David, playing bunco with neighbors, and unwinding with a good book.