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.

Education:

  • Bachelor of Arts in Business Administration, Muhlenberg College

Professional Achievements:

  • 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

 Community Involvement:

  • Treasurer, Greater Lehigh Valley Chamber of Commerce Chamber Foundation Board
  • President, Women United, an affinity group of the Greater Lehigh Valley United Way
  • Board 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.