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

  • Retirement Planning Strategies
  • Investments
  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Small Business
  • Business Retirement Plans
  • Saving for Education
  • Estate Planning Strategies
  • Insurance
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist

Education

  • Bachelor of Science, 1995
  • The Pennsylvania State University

Interests

I am married to my husband David and have two boys, Zachary and Tyler. We enjoy doing many things together some of which are:

  • Boating with family and friends.
  • Taking our dogs out for walks.
  • Traveling to fun vacation spots such as Florida and beaches in Ocean City, MD or New Jersey.
  • Watching the boys play their different sports such as football, wrestling, basketball, and baseball.
  • In my quiet free time, I enjoy reading a good book.

Awards & recognition

  • Five Star Wealth Manager, 2012-2020