Barbara joined us in January of 2015 and is the Retirement Plan Administrator. She assists the agents in the Idaho Falls Office with sponsor and employee meetings, preparing presentations for clients' review, and helping with day to day operations of the Office. Barbara’s background is in the administrative field, the majority of which was spent at the Idaho National Laboratory. She gained a strong customer service attitude assisting everyone that sought her help.
Barbara recently obtained her designation as a Financial Paraplanner Qualified Professional (FPQP™) through the College for Financial Planning.
As an active member of the Daughters of the American Revolution, Barbara serves as an officer, committee chair on various chapter and state committees, and promotes recognition of our military. She also spends her time with family and friends, tracing her family and discovering their stories, and enjoying life.