As a Financial Strategist at Agili, I am responsible for client financial strategy and counsel, comprehensive financial planning and investment management. Before joining our team, I was a Vice President and Financial Advisor at Sovereign Bank and also worked at Morgan Stanley for 15 years.
- Bachelor of Arts in Business Administration, Muhlenberg College
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant
- Recipient of Lehigh Valley Community Foundation Service to Philanthropy Award, 2018
- Recipient of the Lehigh Valley Business “Women of Influence” Award, 2014
- Treasurer, Greater Lehigh Valley Chamber of Commerce Chamber Foundation Board
- Immediate Past President, Women United, an affinity group of the Greater Lehigh Valley United Way
- Board Member, Finance Committee Member, Endowment Committee Member, Greater Lehigh Valley United Way
- Board Member, Estate Planning Council of the Lehigh Valley
- Core Team, Women’s Giving Circle of Good Shepherd Rehabilitation
One of my big dreams is to travel to Hawaii and Alaska.