Barb joined SS&H Financial Advisors, Inc. in 1985. She became a co-owner of the firm in 2001. Barb started in the financial arena as an investment representative with the company now known as Ameriprise.
Barb’s educational background includes an MS in Finance from Walsh College of Business as well as a Masters in Clinical Social Work from the University of Maryland. Both advanced degrees have been invaluable to Barb’s expertise as an investment advisor. "It has been our experience that how you feel about your money and investing is just as important as an investment’s fundamentals."
Barb’s responsibilities include portfolio management, investment research and fixed income management. She co-authors the company’s quarterly newsletter as well as the Market Commentary. As managing partner in SS&H Financial Advisors, Inc. she also overseas day-to-day company operations.
As a firm principal, Barb is serious about continuing education. Barb is a member of the Investment Management Consultants Association. Their literature and conferences are just some of the resources Barb taps to stay abreast of financial markets and investment trends. Barb is registered in the state of Michigan as an Investment Advisor Representative.