Barbie serves her clients with experience in the investment and insurance fields. Barbie works closely with clients to discover their individual needs to create a strategy that fits their personal situation.
Professional Services
- Financial analysis
- Portfolio building
- Retirement income planning
- Life and Long Term Care Insurance
Credentials
Series 6 and 63 registrations (OH, MI, VA)
Licensed Agent: Life Insurance and Long Term Care Insurance (OH, MI)
Member of Financial Services Institute (FSI)
Member of Insured Retirement Institute (IRI)