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.