PRINCIPAL, CFP®, QUALIFIED PLAN DIRECTOR
President, Junior Board, Pederson-McCormick Boys & Girls Club
Member, Lehigh Alumni Club
MY FINANCIAL SERVICES CAREER BEGAN IN 2003
While I began my career in financial services in 2003, I’ve understood the importance of financial planning since I was a child. My father was a founding partner of FSN, which is now part of Private Vista. He taught me that in dealing with important complex topics, from retirement strategies to next generation planning, to remember that I’m in a business of long-term relationships. It has been tremendously rewarding for me as I work tirelessly to help my clients achieve their Private Vista.
MY PRIVATE VISTA
My family is just beginning. My husband and I have two young daughters. We are looking forward to all of their accomplishments and even their challenges. Our focus is on preparing for their future, however, in the meantime, we love to travel and visit family and friends. And as former rugby players, both my husband and I like to stay active.