Advisor profile

What you can expect when you work with me

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.

Get started
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


  • Series 7, 63 and 65


  • 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


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