Twenty five years ago, Barbara exited the day to day practice of law to become a personal financial advisor. While the law was intellectually challenging, Barbara has not looked back. Compassionate and down to earth, Barbara loves helping her clients navigate the changing circumstances of their lives and the financial marketplace with warmth and a listening ear. Often, her clients are facing a major life transition, such as retirement, career change, divorce, or the death of a parent or spouse. She is known for her genuine support to her clients over the long haul and especially through the rocky patches of life.
In addition to offering financial planning, estate planning, and investment management to individuals, Barbara provides investment services and serves as a plan fiduciary for corporate retirement plans. She helps businesses and business owners meet their fiduciary obligations and assist their employees in having a successful retirement.
Barbara launched Daybreak Financial Partners with her colleague Kristin Guibord after serving as the principal in charge of BerryDunn Wealth Management for over 20 years. Prior to BerryDunn, Barbara was president of NorthStar Retirement Strategies. Earlier, she practiced law at Drummond Woodsum and served as law clerk to former Chief Justice Wathen of the Maine Supreme Court.
Barbara is active in the charitable world, serving as chair of the board for FAMA Ministries, the founder and director of Morninglight Ministries, and serves on the leadership team of the Philadelphia Church. She has also previously served on the board of The Root Cellar. Barbara’s charitable work takes her frequently to some of the poorest places in the world. In Rwanda, Burundi, and DR Congo, she is known as Mama Barbara.
Barbara enjoys living in Maine and loves to kayak Penobscot Bay and explore Deer Isle with her husband Jim, son Ben, and adorable dog Toots. She also loves to travel and speaks French fluently.
Barbara holds FINRA Series 6, 7, 24, and 66 securities registrations and is a registered securities principal through Commonwealth Financial Network®, member FINRA/SIPC. She is also licensed for life, health, and variable insurance.
"The most rewarding part of my job is developing and sustaining close relationships with my clients and helping them navigate through life's transitions in a manner which aligns with their financial and personal goals for themselves and their families."