Can we help you find something?

Barbara is a Partner in the Boston office. She is a member of the firm’s Wealth Management practice and has over 30 years of experience servicing the complex needs of high and ultra high net worth individuals and families. Barbara is skilled in providing objective, comprehensive financial planning, and investment management services.

Prior to joining Cerity Partners, Barbara was a Partner at Daintree Advisors, which she joined in 2011. In her roles as Senior Client Advisor and Senior Wealth Strategist, Barbara worked with clients to build, enjoy, preserve, and transfer wealth consistent with their goals. Additionally, as a member of Daintree’s Divorce Consulting Practice, Barbara compassionately assisted individuals and couples to successfully navigate the financial challenges of divorce.

Before Daintree Advisors, Barbara was a Senior Vice President and Senior Financial Planner at Wells Fargo Private Bank (and its predecessor Wachovia Wealth Management). Previously, Barbara was a Partner at Tofias PC and Director of Tofias Financial Advisors LP, where she provided fee-only financial planning and investment management.

Barbara earned a BA degree in Mathematics from Boston College where she graduated summa cum laude. She is a member of Phi Beta Kappa. Barbara received a Financial Planning Certification from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Accredited Estate Planner® designation and the Certified Divorce Financial Analyst® certification. Barbara is a past board member of the Boston Estate Planning Council and the Financial Planning Association of Massachusetts. She has been published, quoted, and featured in various publications. Barbara has been named a Five Star Wealth Manager as featured in Boston Magazine for six consecutive years (2017-2022).

Barbara and her husband Frank have three grown sons. Barbara is an avid reader, has a green thumb, and enjoys cycling, hiking, and pickle ball.

Sign Up for Market & Economic Outlooks

Get the latest insights and analysis from our investment team delivered right to your inbox.