Born and raised in Lancaster County, I graduated from Penn State with a degree in accounting. I relocated to California and began a career in corporate taxation at a multinational medical device firm. Although I enjoyed the work, I longed for a more personal and meaningful connection with my clients and was drawn to personal financial planning.

In seeking a career change, I wanted to join a firm that emphasized honesty, integrity, and putting the client first. In 2006, I found my match with Edward Jones, returned to Pennsylvania, and opened my office in Whitpain Township. I earned my CFP® certification in 2012. I was honored to become an Edward Jones limited partner in 2019.

I understand that every individual and family are unique and believe there is tremendous value in getting to know my clients on a personal level. Along with my branch office administrators, Gina Mannino and Martha Watson, we listen to what is most important to you, whether it's planning for retirement, saving for college, living in retirement, providing for others or any combination. As you progress through different stages of your life, I will be there to provide personalized strategies, help keep you on track and celebrate your successes along the way.

I also believe in giving back to the community. I've been a member of the Blue Bell Rotary Club for over 10 years, working on many projects to benefit the area. My husband, Joe, works in software sales, and our two boys, Sammy and Colton, attend school in the Wissahickon School District. Away from work, you may find me cheering on the boys at their sporting events or out walking our two English bulldogs. As a family, we enjoy traveling, camping and cooking. Of course, we are all die-hard Nittany Lions fans!

Whether you are a business owner or are personally looking to invest, I look forward to partnering with you to achieve your objectives. When you thrive, our whole community benefits.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Camping
  • Music
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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