Barbara began her career with Lincoln Financial Advisors in 2001 in the Pittsburgh Regional Office. She relocated to South Florida in 2004. As an attorney in the National Planning Department of Lincoln Financial Advisors (LFA), she is responsible for developing, designing and implementing financial planning on a national level. She is a Private Wealth Services Coach, mentoring other advisors on the holistic approach to financial planning; the “Serve First” philosophy.
Within Sagemark Consulting, Barbara focuses her practice on business succession, advanced estate planning, charitable giving and wealth preservation strategies. Barbara is a frequent speaker and contributor to LFA conferences and forums.
Originally from Wilmington, DE, Barbara currently resides in Lake Worth, FL. She is an Outreach Provider for Yoga Gangsters, a Miami-based non-profit organization whose mission is to empower youth by addressing the symptoms of trauma and poverty such as limited education, addiction, violence, incarceration and more using the practice of yoga.
Barbara is a graduate of the University of Delaware (BA), Wilmington University (MS) and Duquesne University School of Law. She has court admissions in Pennsylvania and New Jersey. Barbara holds the FINRA Series 7, 24 and 66 registrations and is licensed for Life, Health and Annuities.