We are thrilled to have Barbara join the team at Sound Financial Strategies Inc. and for the leadership skills she brings to manage the day to day operations of the company.
Barbara brings 28 years of administrative experience, the past 12 years specifically in the Financial Services sector. She will be responsible for ensuring that we are currently providing our valued clients with an exceptional experience when working with us, as well as continuously looking for ways to improve the operations for the benefit of both clients and staff.
Barb will take over many of the management functions that Susan Nardi has primarily been responsible for in the past, in order for Susan to take a bigger role in the Financial Divorce Specialist offering of the practice.
We look forward to continuing to grow to be the primary choice of providers for all your Financial Planning needs!