Our Team

Barbara Smilgis

Senior Client Relationship Specialist

Barbara Smilgis has been with Eagle Rock Wealth Management since 2010 as an Investment Client Service Specialist.  She has been part of the financial industry for the past 19 years.  In her role, Barbara works with Advisors and Clients to transition portfolios to our management team.  She navigates the paperwork process and the account servicing moving forward.  Not only does she work with Advisors and Clients, but she also supports our Group Retirement team.

When Barbara is not finding solutions to client questions, she loves spending time with her 3 daughters.  Barbara calls Pennsylvania home, even though she still harbors a New England accent.