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Biography

Barbara is a Senior Associate in the Louisville office. She is the manager of operations for the Risk Management group and is a licensed insurance agent. Her main goal is to provide excellent service to clients and provide an insurance strategy that best suits her client’s needs.  Barbara is also responsible for training case managers and operations team members and coordinating the insurance credentials and licenses for the firm.

Prior to joining Cerity Partners, Barbara was a Client Experience Manager with ARGI Financial Group.

Highlights

  • Life and Health Insurance License Holder in California

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.