I grew up in Harrisburg – back when Kindergarten through 12th grade was in one building. Today, my husband, Kevin, and I have two daughters that are the light of our lives. We also have a dog, Marty, that keeps us busy. We are truly blessed to live where we grew up and to serve our community.

I help my clients take the stress out of investing. I do this by helping you organize, build and manage your wealth, helping you protect what you have worked so hard for and, finally, helping you transfer your wealth with ease and dignity.

I have found a special passion for providing thoughtful financial advice to women.

Of course, none of this would be possible without the help and support of my partner and office administrator, Mary. She not only answers the phones, but is an advocate for clients, serves our community and provides a deep level of care and services to our clients.

If you are searching for a team that cares deeply about you, call me to experience a complimentary investment review and a lifelong partnership.

There are three things you can expect:
1) A personalized strategy to help you reach your goals
2) Market information, in terms you can understand
3) Up-front information on costs and how I am paid

It is a true privilege to serve my clients; whether that is putting together a plan for retirement, sending a child to college or helping them leave a legacy, I am here for you.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Running
  • Pets
  • Social Responsibility

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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