Why I'm a financial advisor:
I find some of the greatest joy in life comes from experiencing joy through others. When I see the weight of the uncertainty being lifted off my clients shoulders I know that the partnership we have together is working; achieving that feeling for others is what inspires me.

Why work with me?
I define success for my clients as when they feel:
- I understand what is important to them
- they have clearly defined goals and action steps that are aligned with their values
- we have an established process to review and update their goals in a timely manner
- we have strategies we've created together to prepare for the unexpected
- they are a part of our family

Who I am:
I am a daughter, a sister and a friend. I'm a Bethlehem, PA native who was raised in the same house my parents still live in. My brother, Matt, lives nearby in Virginia. I am very close with my family and see them about once a month. We still take a week-long vacation together once a year. I have a 65lb Vizsla named Bo who enjoys being in constant motion - much like myself. I celebrate holidays and long weekends with friends who are spread out in all corners of the country.

I went to Penn State University and graduated from the Smeal College of Business. I was a walk-on for their Division 1 NCAA Women's Rugby team and earned two National Championship titles. My experience playing rugby taught me lifelong lessons in the value of discipline, teamwork and having fun while working hard. Most importantly, it taught me the journey is the best part.

There are four things that matter to me and where I spend all of my time:
- My relationships: my family, friends and my dog
- Wellness: exercise, sports and hiking
- My business and leadership
- Learning through traveling and challenging myself through unique experiences

My Personal Interests

  • Traveling
  • Hiking
  • History and Museums
  • Rugby
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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