Professional Story:

I strive to truly understand my clients’ goals, desires and fears so I can help to create a holistic, attainable financial plan. As a former school teacher, I am able to make complex topics more digestible & and help you navigate your financial journey. Working with a financial planner is an on-going relationship that continues to evolve as your life and goals do.

Qualifications:

• Registered Representative – MML Investors Services, LLC
• Investment Advisor Representative – MML Investors Services, LLC
• Licensed in Life & Health, Fixed Annuities
• 10+ years experience in financial industry

Specialties:

• Insurance Strategies
• Business Solutions
• Investment Strategies
• Retirement Income Strategies
• Long Term Care Insurance
• Retirement Strategies
• Fee For Advice (Financial Planning)
• Risk Management Strategies

Personal:

Central PA Native, Graduated from Penn State, Married to Tony, Volunteer experience: Make-a-Wish, CATRA, The American Heart Association, 2022 TFEC - Karen F. Snider Women In Philanthropy Award Winner, Lover of yoga, golf, gardening, & animals.