Proud to Serve Kutztown and Greater Berks County!
A life-long resident of the greater Kutztown area, I love our community and am proud to help area families achieve their financial goals. I strive to take the fear and complexity out of finances. I believe that planning is never finished, and it is never too late to begin! My approach always starts with you –having a conversation to identify your needs, goals, and values. Then we create a strategy that will grow with you. I particularly focus on: protection; saving for retirement; the unique considerations of living in retirement (determining how best to distribute those hard-earned retirement savings); and maximizing your legacy to future generations. Let’s get started on your journey to financial security.