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

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
23
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS® Certified Fund Specialist
  • BFA™ Behavioral Financial Advisor™
  • Series 7, 63 & 65

Education

  • Bachelor of Science, York College of Pennsylvania, 1999

Interests

Avid outdoors person. I enjoy hiking, biking, canoeing, hunting, and fishing. I am actively involved with multiple local organizations and volunteer my time outside the office towards these groups.

Community participation

  • Sportsmen Limited, Middletown PA (Director 2005-2011, Secretary 2012 -2016, Vice President 2017 -2021)
  • Free and Accepted Masons of Pennsylvania (Mount Lebanon Lodge 226 – PM; 2015/2016)
  • Weidle Royal Arch Chapter No. 197, Lebanon PA (PMEHP 2019)
  • Lebanon Council No. 27 Royal and Select Master Masons, Lebanon PA (PTIM 2019)
  • Hermit Commandery No. 24 Knights Templar, Lebanon PA - (PC 2017/2020)
  • Scottish Rite Valley of Harrisburg, Harrisburg PA
  • Zembo & Rajah Shrine (Shriners International), Harrisburg & Reading PA
  • Ubar Grotto M.O.V.P.E.R., Elizabethtown, PA