I have worked in the Financial Services Industry, coaching clients to success, for over 25 years now!

For two consecutive years now, I have been chosen as a "Five Star Wealth Manager" by Philadelphia Magazine and its consulting group.

Prior to joining RBC Wealth Management in 2007, I was a Vice President & Financial Advisor in the Wealth Management and Brokerage divisions with both Wachovia and Commerce banks for over 12 years. A key area of responsibility at both firms was to introduce and integrate a holistic approach to financial services within the banking and lending platforms. A particular area of expertise was the state of the art EMoney™ wealth management platform, which was offered to the Private Client Group.  This Wealth Management platform served to enhance the client relationship by introducing new tools for financial services management and naturally created opportunities for additional client services with the bank.

 

Additionally, I had been associated with the Equitable/AXA offices at Karr Barth Associates for over 15 years. Experience there allowed me to master many facets of the insurance, estate, and tax management planning process. Throughout the years, I have earned many awards for both achievement and quality service in working with my clients.

 

I currently reside in Whitemarsh Township with my husband and two sons. I am active in several professional, business, and community organizations and their respective ongoing projects, including: PWR, Professional Women's Roundtable; PWRG, Professional Women's Resource Group; WBA, Whitemarsh Business Association; LBBC, Living Beyond Breast Cancer and The ARC Alliance.  I am also a Board member of these non-profits: ON/AVN support group and FHSR, Friends of Haverford School Rowing.