Barbara Schelhorn, CFP®
Wealth Manager, Partner
Barbara is a Partner and Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Barbara brings to her clients over 30 years of diverse experience in the financial planning and wealth management industries. Prior to joining Creative Planning, Barbara worked for an independent investment advisory firm as a Principal and Senior Client Advisor.
Barbara earned a Bachelor of Arts degree in Political Science and Economics from Sweet Briar College, where she graduated with honors. Barbara is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. She is a member of the Financial Planning Association (FPA).
Barbara lives in Eureka, Montana with her husband and has a grown son. She is active in her church and also the Awana youth organization. She enjoys traveling to new and challenging mountain bike trails, camping and hiking with her husband.
Articles by Barbara Schelhorn, CFP®
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