Barb is passionate in positively impacting the financial and family capital as a trusted wealth advisor.
A former executive and board member to a prominent Kohler family office and global investment holding company in world-class yachting and technology, Barb shines in managing across a family’s full financial landscape, providing steady leadership in preparing the next generation for wealth stewardship and in guiding through family transitions and succession. Barb brings this passion and breadth of financial and family capital experience to Cresset where her leadership and care in attending to all facets of wealth proves rewarding as families and individuals shape and carry forth their legacy.
At Cresset, Barb serves as a Managing Director, Wealth Advisor, responsible for providing customized and comprehensive financial solutions to ultra-high-net-worth clients and their families.
Cresset: Boutique Multi Family Office – Managing Director- Wealth Advisor, 2021-Present
Windway Capital a Kohler Family Global Investments- CFO| Board Member 1993-2020
- Worked alongside an MIT trained CEO to develop a global sailing, technology portfolio company later sold to a London-based firm. Guided family through sale of their Chilean fly-out fly-fishing resort.
- Investment oversight of direct, traditional, and alternative investments.
- Established a family office platform for shareholder-development, family governance, education, and legacy planning to empower good stewards for generations to come
Professional Designations & Education:
- Northwestern University Certified Financial Planning Program (2023)
* CPA (WI), 1996 | Series 65 license, 2021
- Marquette University: MBA, Investing and Entrepreneurship Focus, 2000
- Lakeland University: Full academic scholar: Accounting | International Business | Spanish 1993
- Universidad Internacional: Spanish Language Immersion, 1992
Board Member & Audit Committee Member to Privately-held Companies (2007- Present)
Affiliations: Family Office Thought Leadership Council |Speaker at National Wealth Planning Events
Ambassador and Volunteer: St. Matthew’s House, Salvation Army and Living Hope Int’l Puebla, Mexico
