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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 and 66 licensed
  • Life, Health, and Annuity licensed


  • Drexel University, B.S. in Business Administration (Marketing & Entrepreneuship), 2013

Awards & recognition

  • Five Star Wealth Manager, 2019 - 2022
  • Klatz Rounick & Associates, Ameriprise Client Experience Award, 2020

Previous experience

  • Financial Advisor, Janney Montgomery Scott, 2014-2016, Philadelphia, PA

Community participation


I grew up in the Main Line and then Huntingdon Valley, PA which is where I met my husband. I work in Conshohocken and we live in Queen Village, Philadelphia with our two kids. I am extremely passionate about Philly and giving back to the community. In my spare time I enjoy volunteering and raising awareness for various charities/causes and eating out at as many restaurants as possible.