Born and raised in western Pennsylvania, I'm a Pittsburgh sports enthusiast! I deployed overseas to serve as a US Army Captain in finance and returned home to support defense contracting in technology and manufacturing. I've earned two master's degrees because I love learning. My favorite roles are:
- Tennis, Track, Cheer, Cello and Soccer Mom
- Avid Cyclist
- Saxophonist
- AYSO Referee
- ALZ Walk Captain
- Rescue Dog Owner
I left my defense contracting career after 15 years to serve in a more impactful way. My passion is coaching people as I did as a troop commander by caring and serving in a community. Being a financial advisor is the best because of the deep relationships I develop with my clients and the lives I can change and inspire.
I best serve clients who desire to engage openly about their goals. Yes, multiple goals. It's quite normal to have a few of them!
Each of us experience milestones on our unique journeys. However, it's certain for all that time will pass and change will happen. Why not plan for it?
I prefer to work together with people who possess at least one of these characteristics:
- Savers who seek guidance and customized, interactive investment experience.
- Investors who are not sure how and when to retire.
- Divorcees, beneficiaries or trustees seeking a financial advisor who listens to understand their complex story and to help create a future vision.
- Affluent, high net worth professionals looking to invest in a tax-advantaged way and transfer wealth to charity or intergenerational gifting.
- Business owners and employer benefits leaders looking for a hands-on retirement benefits professional to start-up or actively lead their 401(k), 403(b), profit sharing, Simple and SEP Retirement plans.
- Retirees seeking a financial advisor with fresh eyes and second opinion.
- Women who desire empowerment through financial education.
- People looking to help protect their hard-earned savings from the unexpected
- Investors nearing retirement who need a strategy for their retirement income.
Together, we shall explore:
Where you are today;
Where you want to be;
And how we will get there.
It is my privilege to meet and serve you as a future client. Allow me to understand your dreams and to become your biggest advocate for enhancing your future self!
Let's connect today!