Barbara joined The Centurion Group in 2008, as the Vice President of Client Management, to lead our client service efforts, focusing on client satisfaction and retention through enhanced communication and superior service. She has more than 20 years of experience in the financial services industry, almost all of which is in the qualified and non-qualified retirement services area.

Prior to The Centurion Group, Barbara managed the Service and Conversion team of the Retirement Plan Services Division of Commerce Capital Markets, Inc., the brokerage division of Commerce Bank. She developed and implemented retirement service initiatives to mirror the bank’s commitment to “Wow” customer service. Barbara acted as a conduit between plan sponsor clients and retirement plan providers to resolve elevated service issues. She also provided consultative strategic planning for participant education campaigns and trained plan sponsor HR teams to assure ERISA compliance.

Barbara began her career in education, and in 1990, joined a successful advisor team at Smith Barney to handle corporate retirement plan clients. Barbara was responsible for managing the relationships with the providers, plan sponsors and plan participants. She developed and delivered employee enrollment and education meetings, conducted fiduciary and investment reviews and assisted with plan design.

Barbara is a Registered Representative with the Financial Industry Regulatory Authority (FINRA). She earned her Bachelor of Arts degree from Glassboro State College.