Designations
- Certified Divorce Financial Analyst® (CDFA®)
Education
- BS, Northwestern University
Barbara is an Investment Advisor and Director of Client Experience. She works closely with her own clients and shapes how every client experiences AZA, from the first meeting to the everyday details that keep accounts running smoothly. She joined AZA in 2022.
Before joining AZA, Barbara was an Investment Advisor at Castleview Partners. Earlier, she spent more than a decade as a Principal at InterOcean Capital.
Barbara earned a BS in finance and political science from Northwestern University and holds the Certified Divorce Financial Analyst® (CDFA®) designation.
Start with a conversation
A no-obligation, 30-minute introduction with investment people, not salespeople. If it seems like a fit, we'll follow up with a written proposal.