As a Financial Consultant, I’m dedicated to building a client-centric practice where meaningful, multi-generational relationships are at the heart of everything I do. I work closely with a team of experts at Ascent Financial Group to provide thoughtful, comprehensive financial strategies tailored to each client’s unique needs and goals.
My focus is simplifying the process of financial planning, both wealth building and wealth protection, so that my clients feel confident and empowered throughout every stage of their financial journey. Rather than taking a one-size-fits-all approach, I invest time in understanding where my clients are today and where they want to go. For more than ten years, I’ve found deep fulfillment in helping clients reach their goals and build a solid foundation for long-term financial security.
I’m a graduate of the Pennsylvania State University with a Bachelor of Science 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 and have earned the Retirement Income Certified Planner (RICP®) designation.
Outside of work, I enjoy being active and spending time with my husband, Steve, and our two daughters. I also love traveling, trying new restaurants, and connecting with friends and family.