As a certified public accountant, Barbara is held to a standard of ethics which emphasizes integrity as the benchmark against which all decisions must be tested. She has been licensed as a CPA by the Commonwealth of Virginia since 1986. Requirements for licensure include education, experience and passage of the rigorous Uniform CPA Examination.
With more than 20 years experience as an auditor and tax preparer at a CPA firm and later as an auditor for the Inspector General for the Department of Defense, Barbara has in-depth knowledge of financial matters, frauds and scams, and cash flow issues. Her service as a personal advocate for seniors and volunteer guardian/conservator in Arlington County and as a commissioner on the Arlington County Commission for Long-Term Care Residences equips her with a wealth of information on issues of concern to senior adults. She also serves on the board of Culpepper Garden, a housing community for low and moderate income senior adults.
Barbara is an active member of the Virginia Society of CPAs and adheres to the profession’s technical and ethical standards. She is also a member of the American Association of Daily Money Managers, a group committed to promoting high standards for client services and protection of client rights to privacy and confidentiality, and has been certified as a Professional Daily Money Manager (PDMM).
Articles in the Journal of Accountancy and Kiplinger’s Retirement Report provide a unique look at the work Barbara does. Barbara also co-authored an article for Bifocal, the Journal of the ABA’s Commission on Law and Aging, about The Work of a Volunteer Fiduciary.