



I have been married to the love of my life, Tom, since 2002. We have two children, Emily (31) and Tommy (23) and one dog, Beatrix (4).
I am excited to be a part of an organization that allows me to Thrive with Purpose. I help you assess your current financial picture and with practical guidance to use money as a tool and not a goal. With straightforward purpose-based planning we can figure out your objectives and get you there.
Education = Success
You can find me active with in our church and volunteering with the Denise Marie Flaherty Foundation since 2018. (Where local cancer beneficiaries receive financial support to help with medical bills, basic needs, bucket list trips, and more), I have donated my hair for the 5th time in April of 2024 it went to Wigs for Kids. I have donated 3 gallons of blood with Miller Keystone Blood Bank.
- FIC - Fraternal Insurance Counselor
- CKA - Certified Kingdom Advisor
- CLTC - Certified Long Term Care
- FINRA Series 6 – Investment Company and Variable Contracts Representative
- FINRA Series 7 – General Securities Representative
- FINRA Series 63 – Uniform Securities Agent
- FINRA Series 65 - IAR - Uniform Investment Adviser
- Life, Health and Accident Licensed
- Sports Management, Ocean County Vocational School
- Human Resources Management, Ocean County College
- Technical School of Medical Technology, Cittone Institute
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Connecticut
- Delaware
- Florida
- Maine
- Maryland
- Minnesota
- New Jersey
- North Carolina
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Virginia
- Washington
- West Virginia
Insights





Easton, PA 18045
Monday 9:30 - 5
Tuesday 9:30 - 5
Wednesday 9:30 - 5 (evenings by appointment only)
Thursday 9:30 - 5 (evenings by appointment only)
Friday 10 - 2
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations