Barbara P. Phipps, JD*, CRPC, CBEC^®

I am a Wealth Preservation Specialist at Sagemark Consulting, where my primary responsibilities include educating clients on estate planning strategies and business owner exit strategies. I am passionate about designing creative and comprehensive plans to help clients achieve their personal goals. I work closely with clients' other advisors to ensure that every aspect of their planning aligns with their objectives.

With over 25 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to my role. Before transitioning to this field, I worked at a law firm specializing in estate planning and tax planning, which laid the groundwork for my current career. I hold degrees from the Duquesne University School of Law (JD), Wilmington University (MS), and the University of Delaware (BA).

My motivation comes from serving families and knowing that I contribute to their legacies. It is incredibly rewarding to alleviate some of the burdens on parents and grandparents by ensuring their families are protected. Being a trusted advisor is a role I cherish deeply. My inspiration to enter the financial services industry stemmed from the ability to integrate my legal background with financial expertise. I take pride in explaining complex financial strategies in a clear and concise manner. I believe that my clients appreciate that I care deeply about their families and well-being. I am always readily available and consistently offer personalized service to meet their unique needs.

I currently live with my husband, Don, and our daughter, Emily. Outside of work, I enjoy volunteering at Emily's school PTA, spending time at the beach, and cherishing family moments. These activities enrich my life and keep me grounded, allowing me to maintain a healthy work-life balance.

CA License Number: 1815841