Team

Through over 23 years of experience as a CPA, it has become clear to me how beneficial it is for clients to take an active role in their financial planning. This is the reason I have expanded my practice to include a full range of financial advisory services. Working alongside my clients has allowed me to advise them on financial planning while educating them on the tax impacts of investing. Together we are able to take a proactive approach to financial planning, including potential tax savings and minimizing tax exposure.

Through fostering a true client partnership and working together as a team, I am able to help guide clients through life’s milestones. Whether it be navigating through a major life event, planning a comfortable retirement, or educating the next generation on the importance of future planning, my services will be there every step of the way.

I grew up in Wayne, PA and attended Pennsylvania State University where I graduated with a Bachelor of Science in Finance. I have been residing in West Chester since 1999 where I raised my two children, Nick and Sara. In my free time I enjoy exercising, the beach, reading, gardening, and traveling.

Through my 15 years of experience in the areas of corporate finance, tax accounting, and personal investing, I’ve realized how important it is to take an active role in managing personal finances and planning accordingly for the future. I am passionate about making a difference in my clients’ lives, providing organization, education, and customized solutions so my clients can pursue both their short-term and long-term goals.

I work alongside my clients, first getting to know them personally and understanding their specific set of goals and circumstances so I can help them develop an individualized and comprehensive financial plan.  Along with my team, I help clients develop investment strategies for paying for college, retirement income planning, and growing savings effectively all while minimizing tax exposure.

I attended West Chester University and have a bachelor’s degree in Accounting along with and MBA from Penn State Great Valley. I hold the FINRA Series 7 and NASAA Series 66 securities licenses. In my free time, I serve on the Board of Directors for the Marshallton Conservation Trust. I enjoy spending time with my husband Eric and two daughters, Annabelle and Evelyn.