Senior Consultant – Client Services
Barbara Thomas joined the EagleStone team in November 2018 as Sr. Consultant – Client Services. Barbara oversees small businesses and individual client records in order to maintain bookkeeping records, process annual reports, and assist in the completion of tax returns.
Barbara attended NYU, Cornell University, and California State University. She obtained her Bachelor’s degree in Political Science from CalState, and a degree in accounting from UCLA in 1988.Additionally, while attending UCLA, she received an award for excellence in Accounting.
Before her start in accounting, Barbara spent 11 years in the music industry in Hollywood. After heading back to school for accounting, spent 2 years as the bookkeeper for a heavy metal rock star and moved to Maryland in 1995. She has previously worked for a number of accounting firms, including Aronson, LLC for 25 years.
Barbara grew up in Roslyn, NY, but currently resides in Ranson, WV, with her husband, David, and dog, Cassie. In her free time, Barbara enjoys going to the race track in Charles Town. She is also an avid eBay user.
Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.