Barb Folz

Barb Folz

Senior Registered Relationship Manager
Hear from Barb

Barb Folz

Senior Registered Relationship Manager
Hear from Barb

I was born and raised up north in Ely, and am the oldest of seven siblings. Every summer, my family would move from our home in town to the cabin, also known as the "shack in the woods." Growing up, I participated in community theater and was frequently asked to sing at weddings. I attended Vermillion Community College and later moved to the Twin Cities. My home is now in Duluth (I work remotely) with my beloved dog Bentley whom I rescued in 2020 from an animal shelter.

Working in the wealth management industry for over 40 years, I have extensive experience in client service and operations. I provide a wide range of client services including administrative support, operational issues, check requests and document processing. I also manage account cash requirements, process retirement plan distributions and enjoy problem solving for client inquiries.

My interests include reading, practicing yoga, and spending time with family and friends. I addition to trips to Ely to see most of my family, I also love traveling and frequently visit Oregon and Florida to see family located in those states.

As a team, it is our mission to enhance the quality of clients' lives and bring prosperity and blessings to those we serve. My attention to detail and commitment to deliver the highest level of personal service to clients makes me an integral part of the team.

California Insurance Number: 0I16940