Barb Quasius, CPA, CFP®, MBA

Managing Director, Wealth Advisor

Barb Quasius serves as a Managing Director, Wealth Advisor at Cresset, responsible for providing customized and comprehensive financial solutions to ultra-high-net-worth clients and their families.

Barb has a passion for positively impacting both the financial and family capital in her work as a trusted advisor to families for more than 25 years.

As a former executive and board member to a Kohler family office and global investment holding company, Barb shines in managing across a family’s full financial landscape, while also preparing the next generation for stewarding the wealth.

Her steady leadership and care in attending to all facets of wealth is rewarding as individuals and families carry forth their legacy.

From Kohler to Naples and beyond, Barb has a heart to serve and inspire others as a mentor and ambassador for various education and community service initiatives, both here and abroad, where she draws on her Spanish-speaking to help bridge the language gap.

Barb earned an MBA with an investing and entrepreneurship focus from Marquette University and a bachelor’s degree as a full academic scholar from Lakeland University in accounting, international business, and Spanish. She is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant.

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