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Here to act in your best interests

About me

My passion for finance comes from a family heritage of teaching and caring for others. Finance is a complex area of life, yet in most states, it is not required in schools. As a financial planner, I have the ability to make a significant impact in the lives of the individuals, couples and families I serve. In my spare time, I enjoy spending time with my family, my husband Jim and my two sons, Christian and Dylan. We love visiting places as a family, and our kids' energy ensures we stay active.




Bachelor of Science, Business Administration - Drexel University

Visit one of our Locations

Harrisburg - Allentown (Appt Only)

6081 Hamilton Boulevard

Suite 600

Allentown, PA 18106

Philadelphia I - Plymouth Meeting

600 W. Germantown Pike

Suite 100

Plymouth Meeting, PA 19462

Philadelphia - Chadds Ford (Appt Only)

225 Wilmington West Chester Pike

Suite 200

Chadds Ford, PA 19317

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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