Barb Modjeski CFP

Barb is the direct source of contact for helping clients solve their problems.  Tax and estate planning questions, tracking down missing information, banking arrangements, requests for withdrawals, coordinating appointments and director of research all encompass the many skills Barb brings to our team.

Barb joined Lawton Partners in 1999 after a 15 year career at a major insurance company, focusing on retirement planning and pension products.  She is a proud qualifier of the Certified Financial Planner degree (CFP) and also holds her mutual fund and life insurance licenses. 

Her warm, friendly and caring attitude makes Barb a key member of our team.