Our Team

BARBARA RICHLEY, FPQP™

BARBARA RICHLEY, FPQP™

Client Services Specialist

My role at TFA

As a Client Services Specialist at TFA, I am involved in just about every implementation step of the clients I have the privilege of serving.

My motivation

I love to help support client relationships, keeping clients happy with accurate paperwork, responses to questions, and especially, problem-solving. It’s my pleasure to be the first line of contact for many TFA clients.

My life outside of TFA

My husband, Bill, and I have one son, Bryan, and an elderly cat named Winston. In addition to those loves, I enjoy reading, knitting, and cooking.

Word that describe Me

user
Friendly

Favorite Movie

movie
Wizard of Oz

Best Advice

comment
Buy low, sell high

We’re here to help you Live With Intention.

Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.

Contact Us