What to expect from me/What I expect from clients

I have spent over two decades in the financial industry and during that time I have found that my lifelong passion is helping guide families through the ever changing and often confusing world of wealth management.

The cornerstone of my investment philosophy is diversification. I personally create investment portfolios and manage them diligently for my clients based on their individual investment plan. My approach is based on excellent service, trust, and commitment to my clients. Whether this is your first time investing or you are looking for a positive change, I am dedicated to helping my clients meet their individual goals.

My experience, however, extends farther than just the financial industry. From 2003 to 2005, I was a Sergeant in the United States Army Reserve where I served as a heavy wheeled transport operator during Operation Iraqi Freedom with the 630th TC in Washington, PA. My time in the United States Military helped me learn important traits which I carry over into my career as a Financial Advisor.

In my spare time, I enjoy being on the lake, volunteering, planning parties, and spending time with my husband, Don, our two children: Jasmine and DJ and my new grandson, Jason.

CA Insurance License Number: 0H21685. Resident State PA