Investing in your future is about a lot more than rate of return and asset allocation, and it all starts with a conversation and a complimentary appointment. I’m excited to get to know you and understand what’s important to you. My process is a very comprehensive one. We will do in-depth financial discovery that includes an assessment of your cash flow. Then, we will discuss things like emergency savings, life insurance, college planning if children are involved, planning for retirement, long-term care planning and even planning for the vacation home you always dreamed of or saving for a trip to that place you have always hoped to see. By understanding your values, goals and aspirations, we chart a course that makes you feel confident, motivated and joyful.

GROWING AND PROTECTING YOUR WEALTH
Retirement is a critical period and it’s vital to manage your resources well. I will work with you to develop a tailored strategy to help consolidate, grow and protect your wealth. We build your priorities, hopes and dreams into your strategy and set clear, attainable goals. That doesn't end at a given point. For me, client relationships are long-term relationships.

ABOUT ME
My family includes my husband, Matt, and our fur tribe – cats, Toby and Ollie, and black lab, Montana. I have a deep love for animals and serve on the board of the Berks Animal Rescue League. Matt and I enjoy traveling. However, we’re just as happy relaxing at home as we are traipsing around the world savoring the sites.

Let’s talk! I look forward to working with you and celebrating with you as your goals are met, year after year.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Pets
  • Animal Rescue
  • Podcasts
  • Traveling

Office Information

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