As a Financial Strategist, I manage investments, provide financial strategy and advice, and create customized financial plans for our clients. In addition, I teach personal finance classes on college savings planning and Social Security maximization at Northampton Community College. Before joining Agili, I was President of Life Stage Financial Solutions, a financial advisor with Waddell & Reed in Bethlehem, and a financial planner at Legacy Planning Partners in Allentown.

Education:

  • Bachelor of Science in Business Management, Centenary University
  • Certificate in Personal Financial Planning, Moravian College

Professional Achievements:

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Plans Specialist

 Community Involvement:

  • President, Lehigh Valley Chapter of BW NICE
  • Estate Planning Council of the Lehigh Valley
  • Core Team, Women’s Giving Circle of Good Shepherd Rehabilitation
  • Lector and Eucharistic Minister, St. Jane Frances de Chantal Church

 

 

What matters most to me is surrounding myself with positive people, which begins by spending time with my family.