Partner, Founding Member
Barbara is a Founding Member of RCL. Barbara’s educational background coupled with more than 25 years of experience makes her relatively unique in her ability to serve the needs of high net worth individuals and institutions.
She was previously a partner with Ernst & Young, serving as their National Investment Advisory Services Solution leader until working at WTAS from April 2005 through March 2007. Barbara is a Certified Public Accountant and a CFA Charterholder.
Barbara graduated from the University of Wisconsin in Milwaukee in 1978. She has been recognized for her outstanding client service skills, knowledge, and innovation. For example, Worth magazine honored her consistently since 1996 as one of our nation’s top financial advisors. Barbara has supported the creation of financial planning solutions for Americans through her participation in professional initiatives, including the Private Client Task Force of the Association of Investment Management and Research, the Personal Financial Planning division of the American Institute of CPAs, and the Advisory Board for Commerce Clearing House’s Financial and Estate Planning Division. She has also authored a weekly personal financial planning column in the Sunday Dallas Times Herald from 1989 through 1991 and the Milwaukee Journal from 1985 until her relocation to Dallas in 1988. She continues to be quoted in newspapers and magazines, and appears frequently on nationally televised news programs and at professional conferences.