Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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I'm a proud mom of two boys - we enjoy life on our family farm and look forward to summer beach trips for relaxation and adventure.
Barb enthusiastically entered the financial planning industry in April 2017, joining Matthew’s team to foster strong client relationships and ensure an exceptional experience for every client.
Early in her career, Barb served as Special Projects Manager at Schramm Farms & Orchards, where she drove process improvements and spearheaded new business development initiatives for three years.
I love the simple joys in life—whether it’s relaxing on a sunny beach, baking something sweet, or spending time with friends and family. These moments bring me happiness and balance, and I enjoy sharing that positive energy with everyone I meet.
Janet began her Ameriprise Financial journey in 1996 as a part-time receptionist, later advancing to Client Service Manager, where she continues to bring exceptional support to our clients.
Originally from Johnstown, PA, I now call Moon home. I’m a retired college basketball player who now spends most of my time on the golf course. I’ve been a Pitt football season ticket holder for many years and enjoy a good tailgate on Saturdays in the fall. I love spending time with my friends and family, exploring new restaurants, traveling, and going on active adventures.
Allison joined our Lumina Planning Partners team in 2024, bringing six years of experience as a licensed insurance agent.
Earlier in her career, she held key roles in marketing and sales at a Pittsburgh-based startup, contributing to its growth and playing an integral part in the company’s successful acquisition in 2016.
Allison brings great experience to our team and a strong desire to provide exceptional service to our clients.
I’m a proud mom to an amazing daughter who’s passionate about basketball. Our family loves making memories together, and one of our favorite traditions is visiting Disney every year. When I’m not cheering from the sidelines or planning our next trip, I enjoy spending quality time with the people who matter most.
Kim launched her professional career as a Real Estate Agent in Wexford, Pennsylvania.
Kim developed expertise in client services, business and account management, and real estate sales—skills that fueled her success in growth and client satisfaction.
One of my greatest joys is spending time with my children and traveling to visit them whenever I can. I also love unwinding with a good glass of wine and spending Friday nights around a cozy fire. These simple pleasures keep me grounded and remind me of what matters most—family, connection, and creating memories.
Patti returned to the workforce in 2004, beginning her career in the financial planning industry with Ameriprise Financial as an Administrative Assistant.
Earlier in her career, Patti excelled as Accounting Manager for a Pittsburgh-based marketing firm, where she successfully oversaw financial operations and implemented process improvements for 7 years.
Outside of work, I’m a proud mom of two girls and love exploring new places with my family. Traveling together is one of our favorite ways to create lasting memories.
Julie began her career with Ameriprise Financial in 2006, serving as an Operations Coordinator in Cincinnati, Ohio.
She advanced to the role of Event Coordinator, where she played a key role in driving marketing initiatives for Ameriprise offices across Detroit, Pittsburgh, and multiple locations in Ohio.
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