Professional Story:

Financial education is my purpose and my responsibility. It is my mission to uncomplicate the financial planning process. I implement personalized financial strategies by bringing together research, perspective and experience. With a focus on comprehensive financial planning, wealth management, and retirement income planning, my objective is to empower my clients so sound financial decisions can be made.

Qualifications:

• Retirement Income Certified Professional designee (RICP)
• Chartered Financial Consultant designee (ChFC)
• Chartered Life Underwriter designee (CLU)
• Series 7 and 66 licensed

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Specialties:

• Retirement Income Planning
• Wealth Management Solutions
• IRA Consolidation/Rollovers
• 401(k) and 403(b)
• Pension Distribution
• Education Funding Strategies
• Estate Planning
• Life Insurance
• Long Term Care Insurance
• Disability Income Insurance

Personal:

• Lifetime resident of Hanover, PA
• Graduated with honors from Penn State
• Married to Wayne
• Two children – Ashten and Mason
• President New Oxford Boys Youth Lacrosse
• President Women in Insurance and Financial Services (WIFS) Greater PA Chapter