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

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CFS® Certified Fund Specialist


  • Muhlenberg College B.A. Business Management, 1992


Mountain Biking - I love to go biking with my husband, Lee. His favorite trail is through the Lehigh Gorge State Park in Jim Thorpe. I like the Rails to Trails from Bowmanstown to Northampton.

Gardening - I plant flowers in the early summer. This summer I planted over 300 impatiens along with petunias in my flower beds along with herbs. I also have various flower pots around.

I love to read. I like all kinds of subject - my favorite is historical fiction.

Training our Gretchen - Gretchen is a German Wirehaired Pointer. We train her for bird hunting on land and water.

Community participation

Newcomers Club of Lehigh Valley-head of Advertising - this is a community based group primarily for women. We help women and their families moving into the Lehigh Valley get acclimated to the area and hold monthly activities such as Book Club, Lunch Bunch and, general meetings. We chose a community based organization each year to support and work with such as Turning Point and Truth for Women now called Bloom.