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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Family Finances
  • Estate Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • LUTCF® Life Underwriter Training Council Fellow℠
  • Life and Health Insurance License
  • Property and Casualty Insurance License


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

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

Community participation

Participates in the monthly Kingdom Stewardship Forum on WCTL Radio

Mentor for Women CFP candidates nationwide through the CFP Board

Scholarship Committee Member for Girard Area High School

Volunteer at Because You Care ~ animal shelter


Traveling the world to experience different cultures

Mentoring young women in the community

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