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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.
She also brings three years of experience in the supply chain industry, where she managed supplier partnerships and client relationships to ensure seamless operations.
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.
She also gained valuable experience managing operations and overseeing accounting for her family’s swimming pool business.
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 a wealth of experience to our team, paired with a genuine commitment to delivering exceptional service to every client.
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.
In 2021, Kim embraced a new chapter in the financial planning industry by joining Lumina Planning Partners, where she delivers exceptional client experiences and personalized support.
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.
Patti discovered that the financial planning industry perfectly aligned with her strengths in management, finance, and client relations. In August 2017, she brought this expertise to our team.
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.
In 2013, Julie was thrilled to join Matthew’s team as his Practice Manager, bringing her expertise and enthusiasm to the role.
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