I always knew I wanted to build; and like most small children, I built my very own treehouse. As I grew older my priorities shifted, the concept of building was something that always remained. As a high-school student I started a swimming pool service so I could pay for my first car. I was able to build this small-summer-job into a tax paying, full service swimming pool service and construction company with revenues in excess of $300,000 a year. I was committed to that business while simultaneously attending New York University’s Stern school of business majoring in Finance and International Business.

While swimming pools have little to do with what I do now, it did teach me the value of commitment, dependability, and superior client service as a base of every business structure. In addition, it provided extra funds to start investing on my own. In 1997, after many years of successfully growing my business, I was ready for my next challenge. I sold my swimming pool business and decided to follow my new found passion for investing. I decided to take a leap of faith and my enjoyment of working with people to find solutions in positive outcomes. I entered a training program with Prudential Securities, a predecessor to Wells Fargo Advisors, where I was recognized as the one person in the training class who was most likely to succeed in the business.

Today I am one of the founding team members of the Signature Capital Wealth Management Group of Wells Fargo Advisors. Together we manage over $950 million. With our cumulative 100+ years of industry experience, we have assisted our clients through Y2K, the “Tech Wreck” in 2000, September 11th, the financial crisis in 2008, the government shutdowns in 2013 and 2018, and currently Covid-19. We take pride in guiding our clients through these storms and ensuring they are focused on successfully achieving their specified goals. We also understand, that unlike buildings or swimming pools, these goals will change through time and we are there to update these plans and adjust recommendations accordingly.

Thanks to my incredible team and amazing clients; from 2019 to 2024, I was honored to be named one of Barron’s Top 1200 State by State Financial Advisors, and from 2020 to 2024, I was listed as one of Forbes “Best-in-State Wealth Advisors” for Pennsylvania. 

I have the pleasure to sit on the board of the Children’s Crisis Treatment Center and have previously been a board member of the Greater Philadelphia Chamber of Commerce; and was also their former chair of the Young Professional’s Network. 
 
In my free time, I still pursue my love of building; I enjoy rolling up my sleeves and tackling any home improvement project I can get my hands on. Not only did my swimming pool company instill in me the business acumen to succeed as a financial advisor, it also left me with a vast knowledge base in electric, plumbing, tile, concrete, and other trades. I also enjoy cooking, running marathons, participating in triathlons, biking, skiing, and weight training. But most of all, I enjoy spending time with my two teenage children, watching them participate in their respective activities, and sharing with them as many life skills as they are willing to listen to.

 

2024 Barron’s Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). 2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com). 2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Loyal, caring, and solution-oriented are among the words used by my clients to describe the value I bring to their lives. I am passionate about helping my clients work toward their financial and retirement goals, and I view investing as a means of attaining those goals.

Upon graduating from Villanova University – School of Law, passing the Pennsylvania Bar Exam^[1], and becoming engaged to my wife, Heather, I sold my insurance business. I knew I didn’t want to pursue a traditional law practice, and instead I leveraged the skills I obtained during my education. Combining my law school and business background, I started a meaningful, service-oriented career as a Financial Advisor.

I first worked at Lehman Brothers before joining Merrill Lynch, where I was approached by my current partners at Signature Wealth Management Group to help complete their practice. The diversification and unique skill set of our team are impressive, as we are able to look at our clients’ situation from different viewpoints and take a truly holistic approach to their wealth management. Our clients benefit from our team’s more than 100 years combined experience in all market environments.

Away from the office, I enjoy spending time with Heather and our teenagers, Caroline and Lance. When I’m not passionately cheering on Philadelphia’s professional and college sports teams, I have enjoyed serving on the board of and volunteering with numerous philanthropic organizations, including the Jewish Federation of Greater Philadelphia, Simon’s Heart, Carelink Community Services, and Jewish Relief Agency.

[1] No longer practicing law 

My tenure with Signature Capital Wealth Management Group of Wells Fargo Advisors started over 30 years ago as a high school intern.  I am currently a Senior Client Associate where I assist clients and associates with all aspects of the client relationship. From new account openings, cash disbursements, plan updates, estate processing and account transfers.
 

As I continued my internship, I achieved my Bachelor of Science degree in Finance from Temple University’s Fox School of Business.  Upon graduation, I eagerly accepted an opportunity to join the team full time. My deep loyalty to the firm and clients enabled my career to further blossom.  I continue to take pride in providing the highest level of customer service to our clients and their families.


My husband Neil and I reside outside of Philadelphia in New Jersey. When not in the office, I can be found reading, cooking, doing yoga and participating in a good kick boxing class.

Being one of seven children, it was always “all hands-on deck” to help when needed. During my decade long tenure, I have taken the same approach as a Registered Senior Client Associate for Signature Capital Wealth Management Group of Wells Fargo Advisors. I handle all administrative needs that our clients and associates require from new account openings, estate processing, investment plan updates, account transfers and fund disbursements.

I take pride in being dedicated, organized and efficient. I thrive on solving problems for others. Prior to my current role, I worked for Merrill Lynch, where I earned my FINRA Series 7, 66 registrations and life insurance license.

I graduated Temple University with a Bachelor of Arts degree in psychology. I am a long-time resident of South Philadelphia, where I live with my husband Jeff, and our children Sofia (12) and Jeffrey (7). In my free time, my days are filled attending my children’s sporting events and activities.

Growing up in the suburbs of Philadelphia playing soccer, I was competitive in most everything I did. From school to sports, doing my best and winning was at the forefront of most activities. I started my career at Vanguard where I concentrated in investment education and portfolio construction guiding clients towards their long-term investment goals. Realizing that I enjoyed the relationship side of financial advice, I transitioned to Morgan Stanley where I worked closely with the same clients building longer term relationships. In the summer of 2022, I joined Signature Capital Wealth Management Group of Wells Fargo Advisors. I play an active role in the team’s client planning efforts, asset allocation reviews, trade executions and tax loss harvesting initiative.

I graduated from West Chester University with a degree in Finance and I hold my FINRA Series 7, 63, 66 registrations and life insurance license. I pride myself on having a calm demeanor especially during stressful situations, and have the innate ability to remain both subjective and objective. Buying a home, getting married and changing jobs are often viewed as three of the most stressful life events that one can go through. I accomplished all within a year. 

I reside in Philadelphia with my husband, Dave and our son, Bryson. Outside of work, I enjoy spending quality time with family and friends, all forms of exercise and travel. Dave and I have the tradition of running in the Broad Street Run benefitting the American Cancer Society.