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My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Associations
- Salem Area Chamber of Commerce
Member since 1999
Chair of Monday Business Women's Group, 2002
Showcase Award Presenter, 2004 - 2006
Leadership Salem Graduate 2007
Leadership Salem Co-Chair 2007/2008
Board Member 2008-2011 - United Way of the Mid-Willamette Valley
Loaned Executive, 1999 - 2000
Campaign Cabinet, 2001 - 2002
Member of the Board of Directors, 2003-2009
Vice President of the Board of Directors, 2004
Board President, 2006/2007
Past President 2007/2008 - Executive Women's Golf Association (EWGA)
Member since 2002
Secretary, 2001 - 2004
Scholarship Chair, 2002 - 2004
Treasurer, 2003 - 2004
Vice President, 2005
President, 2005/2007 - SEDCOR
Strategic Economic Development Corporation
Member at Large 2009
Services
- Financial Planning
- Retirement Planning
- 401k Rollovers
- Asset Management
- Fixed Income
- Estate Planning
- Education Planning
- 529 Plans
- Wealth Management
- Exchange Traded Funds
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Qualified Plans
- Socially Responsible Investing
Education and Licensing
- Associate Business Degree
1980
Flathead College
Kalispell, MT - Financial Planning Specialist Designation
- Series 7 - NYSE/NASD General Securities License, 1998
- Series 63 - Uniform State Exam, 1998
- Series 65 - Investment Advisory Agent, 1998
- Life, Health and Annuity Licensed
Honors and Recognition
- President's Volunteer Service Award 2006
- President's Volunteer Service Award 2007
- President's Volunteer Service Award 2008
- President's Volunteer Service Award 2009
- President's Volunteer Service Award 2010
Business Experience
- 1998
- Present: Morgan Stanley Smith Barney
Financial Advisor
Salem, OR - 1979
- 1998: J.C. Penny Co.
Senior Merchandise Manager
Salem, OR
Bulletin Board
Before you buy another CD, call or email us about our wide selection of CDs with competitive yields, and make a more informed investment.
A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.
Are you being offered an early retirement package? Visit our Products & Services Materials link for the At a Glance: Lump Sum Distributions From Defined Benefit Plans.
Barbara Hacke Resch is licensed in the following state(s):
AK, AZ, CA, CO, ID, IL, ME, MO, MS, MT, NC, NM, NV, OK, OR, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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