Barbara has served as lead operations manager in Pasadena for nearly 20 years. She supports all critical client operations for KWM Wealth Advisory and supports our “Service First” commitment to all clients. Her focus on relationships, exceptional service, and quality have cemented her as an invaluable resource to the practice.
Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”
Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.
Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.