Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

  • Marywood University, Scranton PA BA in Business / Financial Planning

Professional associations

  • Rotary Club

Previous experience

  • Financial Advisor at InvestaCorp in Miami Lakes, Florida, 2007-2012
  • Second Vice President at Citigroup in New Haven, Connecticut, 2000-2006
  • Financial Advisor at Prudential Securities in New York, New York, 1998-2000
  • Financial Advisor at Prudential Securities in Scranton, Pennsylvania, 1996-1998

Community participation

  • Rotary Club of Tunkhannock, awarded with the 2023 Rotary International Distinguished Service Citation and 2023 Rotary President's Award
  • Board Member of the Ronald McDonald House Charities of NE Pennsylvania, Inc.
  • Founding Member of the Medallion Partner Group at the Scranton Area Community Foundation and the first Medallion Partner to reach Gold status.
  • Recipient of the 2017 Featured Community Partner Award at the Scranton Area Foundation
  • Former board member of the Juvenile Diabetes Foundation of Fairfield County, Connecticut where for several years I chaired the annual 'Run/Walk for JDRF', their major fund raising event.

Interests

About Me:

I love starting my day with a yoga session or a long walk in the woods with my dogs. I like to think of myself as either a gourmand or a "foodie" as my husband and I truly enjoy cooking and discovering fine wines.

My passions extend to the outdoors as well, whether it be working in my vegetable and flower gardens or attending one of my children's athletic competitions.

Speaking of children, my husband and I are the proud parents of two, both freshmen, however one is in high school and the other in college. My life is quite full of a love for both city and country life, occasional travel, riding my horse and catering to my family.

My photos

6 albums
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