Barbara leads our ERISA Compliance Assistance and Administrative Support team. She has more than 25 years of experience in the retirement plan industry and has cultivated an in-depth understanding of 401(k) and retirement plan regulations and developing streamlined processes that allow for flexibility and ease of plan administrative support for our clients.
Barbara is a graduate of Virginia Tech, where she earned a Bachelor of Science and an MBA. She has also earned the designations of Certified Pension Consultant and Qualified Plan Administrator from the American Society of Pension Actuaries. She holds the designation of Certified Employee Benefit Specialist (CEBS) from the Wharton School and International Foundation of Employee Benefit Plans. She is an active member of the Central Virginia Employee Benefits Council.
Barbara enjoys cooking, reading, traveling, participating in various sporting activities and spending time with her husband and daughter.