Mobile: (412) 417-1403
As financial consultant, I strive to create a client centric practice, surrounding myself with a team of experts in all areas of service, where we form deep, meaningful relationships with clients on a multi-generational level. I aim to be a resource to my clients by simplifying the process of comprehensive financial planning, both wealth building and wealth protection. Instead of a one-size fits all approach, I spend a great amount of time understanding my clients, both where they are and where they want to go. For the last ten years, I have felt a great sense of pride and satisfaction helping clients meet their goals and making sure their financial security is set.
I’m a graduate of the Pennsylvania State University with a BS in Marketing and a minor in Business Law. I’m also a Retirement Planning Specialist, a title awarded upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania in additional to earning the Retirement Income Certified Planner (RICP) designation.
Outside of work, I enjoy spending time and being active with my husband, Steve, and our two daughters. I also enjoy traveling, socializing with friends and family, and trying new restaurants.