Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • LUTCF Life Underwriting Training Council Fellow
  • Life and Health Insurance License
  • Property and Casualty Insurance License

Education

  • Master of Business Administration from Penn State University
  • Bachelors of Science in Finance from Penn State University

Interests

Traveling the world to experience different cultures

Mentoring young women in the community

Enjoying the outdoors with my husband and dogs, Stella and Frankie

Reading

Volunteering

Community participation

Mentor and Volunteer for Erie Dawn ~ Providing Dwellings and Advocacy for Women in Need

Participates in the monthly Kingdom Stewardship Forum on WCTL Radio

Event Planning Committee for Collaborative Professionals for Northwest Pennsylvania

Mentor for Women CFP candidates nationwide through the CFP Board

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Professional associations

  • Collaborative Professionals of Northwest Pennsylvania
  • International Academy of Collaborative Professionals

Previous experience

  • Insurance and Medicare Advisor, Loesel-Schaaf Insurance Agency, 2002-2014. Erie, PA, 12 years