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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Women's Financial Strategies
  • Investments
  • Investment Management
  • Retirement Income Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Franklin and Marshall College, BA

Awards & recognition

  • Voussoir Financial Partners, Ameriprise Client Experience Award, 2023

Community participation

Past President and Co-President of St. Luke School PTO.

Member of St. Luke Church.

Member of the Irish Cultural Society.

Interests

I enjoy running, pilates, and going for walks with my family.

In the summer you will frequently see us at a Presque Isle boat launch with our Hobie sailboat and a paddle board.

We also love to travel to new foreign places and "live like a local" (or pretend to for a while).