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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Investment Management
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • RICP® Retirement Income Certified Professional®

Education

  • University of Pennsylvania
  • Milton Hershey School

Awards & recognition

  • HAND, SMITH, STELLA & ASSOCIATES, Ameriprise Client Experience Award, 2021

Honored to receive recognition

All of us at Hand, Smith, Stella & Assocaites are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Hand, Smith, Stella & Assocaites team and the great experience we work so hard to provide for our clients every day.

Community participation

  • Ameriprise National Day of Service
    • University of Pennsylvania Alumni Association
    • Milton Hershey School Alumni Association
    • Maltese Rescue
    • Portside Arts Center
    • Disabled Veterans Association

Interests

  • Spending time with my family
  • Exploring Philadelphia restaurants
  • Gardening
  • Crocheting
  • Cooking
  • Mentoring women advisors

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.