Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Domestic Partner Planning

Community participation

  • The Chamber of Commerce
  • 2011 Woman Entrepreneur Excellence Award
  • Pittsburgh Public Theater