"Making Windows of Opportunity"
KENNETT SQUARE
P: 610-444-1215
F: 610-444-1635
115 South Broad Street
Kennett Square, PA 19348
WILMINGTON
P: 302-478-9515
F: 302-478-0262
3801 Kennett Pike
Building C, Ste. 100
Greenville, DE 19807

Barbara A. Heck, CSEPTM

Focus Area

Barb’s area of concentration is Fiduciary and Individual taxation. She is experienced in planning and reporting requirements in the fiduciary area including preparation of estate and gift tax returns, as well as complex fiduciary income tax returns. She has also assisted clients with estate administration. Her experience with Individual tax preparation includes planning as well as managing the interaction of Trusts and Individuals.

Professional Experience

Barb began her career at Fenstermacher and Company in February 1993 after spending several years at home raising her children. Previous to that she was employed by New York Life Insurance Company in New York City.

Education

Graduating with high honors, Barb earned her Bachelor’s degree from St. Bonaventure University. In 2008, after completing an eight course curriculum, she earned the professional designation of Certified Specialist in Estate PlanningTM.

Professional Memberships

Member of Chester County Estate Planning Council

Community Involvement

Barb is a member of St. Patrick’s parish in Kennett Square, PA. She also volunteers for the annual Kennett Run.