Joined Curi Capital
May 2018
Education
- BA in English, Georgetown University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Maryland Capital Management, Client Service Associate
- Advertising.com (AOL), Associate Account Manager
Bio
Barb brings more than a decade of experience in wealth management, advising high-net-worth individuals and families on complex financial planning, investment strategy, and long-term wealth stewardship. She joined Curi Capital over eight years ago and enjoys building deep relationships with clients and colleagues while supporting families through major life transitions.
Barb is a partner at Curi Capital and leads the firm’s Washington, D.C., and Raleigh offices, while continuing to advise clients directly. She works closely with families to navigate key life transitions and develop thoughtful, goals-based plans, delivering comprehensive planning across investments, tax strategy, estate planning, and risk management. Barb is known for her collaborative approach and for building long-term client relationships rooted in trust, clarity, and disciplined decision-making.
Barb earned her undergraduate degree from Georgetown University, where she was a four-year member of the women’s lacrosse team. She lives in the Maryland suburbs outside Washington, D.C., and enjoys maintaining an active lifestyle with her husband, Wyatt, and their son, Cooper.