It is an honor to serve Lower Merion and the surrounding communities by building personalized financial strategies designed to help individuals, families and business owners achieve their unique financial goals. Whether you are new to investing or have considerable experience, I take the time to listen and understand what is most important to you.

In order to provide comprehensive service, and help my clients organize, plan, protect and transfer their wealth, I regularly collaborate with CPAs, attorneys and other trusted professionals.

There are three things I provide my clients throughout our time working together:
- A clear explanation of the investments I recommend
- Timely updates on market conditions and volatility
- Straightforward explanation of costs

I work with people who are serious about their finances and who appreciate steady, proactive guidance. My extensive business background prior to joining Edward Jones enables me to be diligent, pragmatic and to follow a well thought out long-term strategy to reach your goals.

Outside of my work with Edward Jones, I take pride in our community and participate in community events. My husband and I are longtime residents of Narberth and we enjoy traveling among other activities. I am a member of the Bryn Mawr Business Association, Main Line Newcomers Club and Impact 100 (a women's collective giving organization) and I participate in the Walk to End Alzheimer’s. The Walk to End Alzheimer's is the world's largest event to raise awareness and funds for Alzheimer's.

My office administrator, Sandy Piergiovanni, and I are dedicated to providing the highest level of service. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.

We welcome the opportunity to learn about you and to provide answers to your questions so you can make informed, financially sound decisions. It all starts with a conversation – let’s talk soon!

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • College Savings
  • Divorce Finances

My Personal Interests

  • Active Lifestyle
  • Reading
  • Spending Time with Family
  • Traveling
  • Cooking

Office Information

Office Hours

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

Additional Hours

  • Evenings

Branch Team

Email Me

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