My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

  • Marywood University, Scranton PA BA in Business / Financial Planning

Professional associations

  • Rotary Club

Previous experience

  • Financial Advisor at InvestaCorp in Miami Lakes, Florida, 2007-2012
  • Second Vice President at Citigroup in New Haven, Connecticut, 2000-2006
  • Financial Advisor at Prudential Securities in New York, New York, 1998-2000
  • Financial Advisor at Prudential Securities in Scranton, Pennsylvania, 1996-1998

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Rotary Club of Tunkhannock, awarded with the 2023 Rotary International Distinguished Service Citation and 2023 Rotary President's Award

Interests

About Me:

I love starting my day with a yoga session or a long walk in the woods with my dogs. I like to think of myself as either a gourmand or a "foodie" as my husband and I truly enjoy cooking and discovering fine wines.

My passions extend to the outdoors as well, whether it be working in my vegetable and flower gardens or attending one of my children's athletic competitions.

Speaking of children, my husband and I are the proud parents of two, both freshmen, however one is in high school and the other in college. My life is quite full of a love for both city and country life, occasional travel, riding my horse and catering to my family.

My photos

6 albums
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