At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. Whether you are planning for retirement, preparing for the unexpected, creating an estate or inheritance, or paying for education, we develop a personalized investment strategy to help meet your unique financial goals.

I started my career with Edward Jones in 2017 and hold the Accredited Asset Management Specialist™ and the Chartered Retirement Planning Counselor™ professional designations. Additionally, I hold my Series 7 License, Series 66 License, SIE and Health/Life Insurance Licenses for Pennsylvania and New York.

Growing up with my mother, Donna, who is also a financial advisor, showed me the value of time and gave me a better understanding of the investment world at a young age. She and my dad would take my birthday money when I was a kid and invest it on my behalf. On my fifth birthday, I was moping around the house and my mother asked me why I was so sad. I explained that I knew she was going to take the money in my birthday card. She then asked how much money I needed to make me happy. I expressed I wanted five dollars. She handed me a five-dollar bill and I danced around the house. My parents sat me down to make sure I understood why they were doing what they were doing and the importance of creating goals. This is a story I share with my clients because I want them to see the value of time and that I make it a point to listen to what is most important to them.

Being involved in the community where I not only live, but also am building my business, is extremely important to me. I am currently on the finance committee for the United Way of Bradford, on the executive board for the Rising Leaders of Bradford, the head swim coach for the Bradford/Olean YMCA, on the Advisory Board for the Olean YMCA, on the executive board for the Tuna Valley Trail Association, on the advisory board for the Downtown Bradford Revitalization Corporation and I help teach swimming with Special Olympics.

In my free time, I enjoy swimming, golfing, playing tennis, playing pickleball, snow skiing, attending Penn State Football games and being around a lake.

Whether you are new to investing or living in retirement, I would appreciate the opportunity to sit down with you and understand more about your current and future financial goals.

At Milestone, we’re the settlement planning team here to guide you through these critical financial decisions. Our settlement planning consultants provide attorneys and plaintiffs with the knowledge, expertise, and guidance to successfully navigate the post-litigation and settlement process.

Comprehensive Financial Planning.

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