Claudia brings over a decade of service to Barnes Wealth Management Group as Operations Manager. In this role, Claudia is responsible for oversight of all firm operations and technology. She initiates all account paperwork and manages all aspects of money movement. Claudia ensures that our clients have a smooth transition to our firm, while providing superior customer service through her dedication and commitment to excellence.
Claudia has extensive Executive Administrative Assistant background and client service experience. In addition, she oversees all human resources activity in the firm. Claudia’s years of managerial experience help to ensure the overall efficiency and effectiveness of the firm’s operations.