Director of New Business
Narda Barron
Onboarding, scheduling and day-to-day communication.
The role
Narda is usually the first person a new client speaks to. She matches you to the right advisor and makes sure the engagement starts with the right scope and a clear fee.
Focus areas
- New client consultations
- Scoping
- Spanish-language service
Client Experience
Who else you might work with
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.