I have been in the Financial Services industry for over 20 years.

I specialize in working with clients who are preparing for retirement or are in their early years of retirement. I pride myself on getting a full understanding of their current financial picture and what they want their next phase of life to look like. I address potential issues/risks that could prevent that ideal retirement from happening and then create adequate solutions to ensure my clients’ prosperous future. My passion is to help educate consumers by taking these complex financial strategies and explaining them in an easy way to understand the concept. 

I have worked in various capacities in the financial industry during my career, from being part of top producer teams to teaching new financial advisors through agency leadership and training.

I’m originally from central PA and am a graduate of Penn State University in Business. I now reside in Boynton Beach, FL with my husband Rob, our two daughters Olivia and London, and our pets. When I’m not working with clients or spending time with my family, I’m likely working out. That could entail racing to the top of the leaderboard on my Peloton or competing in local Spartan races, and now I recently started Hyrox training and competing.