“I appreciate Vogel’s integrated approach to client services and needs. It is far more satisfying to be proactive when advising a family, rather than being in a reactive position.”
In her role as a Family Office Director, Barb guides her client families in all aspects of their wealth and family affairs. With more than 30 years of professional experience, she skillfully integrates personal accounting, tax planning and compliance, with strategic estate planning and tax-efficient portfolio construction to help her families realize their financial and family goals. Barb enjoys working intimately with her client families and has helped several establish and administer their family foundations.
Barb provides leadership to the firm as the Tax and Accounting Policy and Procedures Chair. She oversees compliance with accounting standards, conducts training for tax compliance and accounting procedures and implemented Vogel’s paperless document management system.
Before joining Vogel, Barb worked with a regional CPA and business consulting firm where she performed financial reporting and tax consulting and compliance for closely held businesses and families. During her career, she has authored numerous articles on tax matters, along with guides for small businesses and internal training materials. Barb also has experience in banking operations and forensic accounting, an area in which she has been an expert witness.
In her spare time, Barb enjoys reading, traveling and Broadway shows. She also supports Children’s Hospital and local cancer centers through donations of handmade hats and quilts.