Barbara A. Stone

With over 25 years of financial services experience, most of which is in financial planning, Barbara works to create and implement financial solutions for her clients' unique needs in the areas of portfolio management, retirement planning, asset preservation, estate planning strategies, charitable giving, and liquidity management. 

Depending on your needs, Barbara can help you implement your retirement strategies through both brokerage and advisory capabilities. 

Barbara is actively involved in her community volunteering at her church and serves as the Chairman of the Pocatello Animal Shelter Advisory Board. In her free time she enjoys hiking, swimming, sailing and playing golf. 

Barbara lives in Pocatello with her husband Ken and her latest rescue dog, Jake. They also make frequent trips to Dallas, Texas to play with their grandsons.