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

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • Bachelor of Science in Business Adminstration 1994
  • Drexel University, Philadelphia, PA

Awards & recognition

  • TruSpire Wealth Advisors, Ameriprise Client Experience Award, 2022

Community participation

  • Cradle to Crayons, Philadelphia, PA
  • Philabundance, Philadelphia PA


When I am not helping my clients with their financial goals, I enjoy playing dominos with my mom and uncles,

gardening and landscaping my yard, and doing road trips with my husband John.