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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Social Security Retirement Benefits
  • Saving for Education
  • Investments
  • Charitable Giving
  • Family Finances
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Insurance
  • Investment Management
  • Business Retirement Plans
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Domestic Partner Planning
  • Estate Planning Strategies

Qualifications

  • Series 7, 63 and 65

Education

  • Bachelors of Arts Degree - Alvernia University- Banking & Finance and Bus Administration-1983-1987

Previous experience

  • Vice-President, Wells Fargo Advisors, Wyomissing, PA, 1999-2016
  • Vice-President, Meridian Bank, Reading, PA, 1985-1999

Community participation

Served on the Board of Directors for the Wilson Education Foundation

Volunteer at the Reading Opportunity House

Coaching U-8 through U16 youth soccer

Interests

  • Traveling
  • Photography
  • Cooking
  • Spending time with my two daughters
  • Soccer - especially The Women's National Team