Barbara has been working in the financial services industry for more than a quarter century. She studied Mathematics at SUNY Cortland and earned a degree from SUNY Ulster in Arts and Applied Sciences. Barbara is a Life Underwriter Training Council Fellow (LUTCF). This respected designation enables Barbara to provide comprehensive insurance planning services to individuals, families and businesses, including long-term care, disability, group health, and business insurance. Barbara recently received her Retirement Income Certified Professional (RICP) certification. She has also been a member of Million Dollar Round Table (MDRT) for the past 3 years.
Barbara holds Series 6 and 63 securities licenses as well as life and health insurance licenses.
Barbara’s purpose extends throughout her community, well beyond her business. She volunteers as the Finance and Operations Chairwoman for the Jewish Federation of Ulster County, and was instrumental in the Federation’s inheritance of a national historical building. This building now houses the Reher Center for Immigrant Culture and History. Barbara is also a member of the Kingston Rotary, Hadassah, a board member for Congregation Agudas Achim, and past President of the National Association of Insurance and Financial Advisors’ local chapter. Barbara earned the Seymour Werbalowsky Leadership award while serving as Vice President of Group Services for the Jewish Federation of Ulster County. In 2015 she was awarded the Jewish Continuity Award at Cong. Agudas Achim's 150th anniversary. In 2014, Barbara received Honorable Mention for her work for the Reher Center for Immigrant Culture and History from Invest in Others.
A native of Kingston, NY, Barbara continues to reside in her hometown with her husband Howard and their Lab.. She enjoys spending time with her three grown daughters and three grandchildren as well as volunteering and traveling.
Securities and Investment Advisory Services offed through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc is separately owned and other entities and/of marketing names, products or services referenced here are independent Of Woodbury Financial Services, Inc.
Qualifying membership in MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognition are not guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or result.