Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 63 - Uniform Securities Agent State Law Examination
  • General Lines - Life, Accident, and Health - Pennsylvania

Education

  • Bachelor of Science in Business Administration, Millersville University of Pennsylvania

Interests

I enjoy travelling with my husband Dan and our three children, Emily, Katie and Chase.

I like to read, take group exercise classes, and cook with my son.

I also like to try my hand at various craft projects, sometimes successfully and sometimes not!

Community participation

I am an active volunteer on the Maureen M. Welch Elementary School PTO, where my son Chase attends school. I will be assuming the Vice President role on the PTO Board for the 2021-2022 school year.

I am running for the office of Inspector of Elections in my voting district in May 2021.