Meet Your Team

I’ve been guiding individuals and small business owners through their financial journeys since 1985. As a Financial Advisor, Accredited Investment Fiduciary, and licensed Accident and Health, Life and Annuity Insurance Agent, my mission is to help people plan for personal prosperity and successfully transition from their careers to retirement. 

My career kicked off with Federated Investors in my hometown, and over the past 35 years, I've gained a tremendous amount of experience in the industry. In November 2014, my Sales Assistant Christine Paul and I took a bold step to create our own independent advisory company, Transitions Wealth Management. I focus on the advantages of 'life event' investment planning, using a wide range of financial products through my broker-dealer, LPL Financial. Our mission is for each client to be financially prepared for whatever life puts in their path. 

I’m proud to be a graduate of North Hills High School and Slippery Rock University, and I have a wonderful son, Noah, who lives in Brooklyn, NY. Born and raised in Pittsburgh, I’m an active member of the Financial Services Institute, RichMar Satellite Rotary, and I serve on the Board of Directors for the River City Brass Band. I also volunteer at The Children’s Home of Pittsburgh & Lemieux Family Center. When I’m not working or volunteering, I love traveling with friends and family. I’ve recently caught the pickleball bug, love bike riding, and practice yoga to maintain good health and balance the joys of running a business.

I'm a licensed Client Service Specialist with over seventeen years in the securities industry. As the first point of contact when clients work with us, I help ensure our office runs smoothly by handling paperwork, scheduling, reports, and follow-ups. I truly enjoy building close relationships with clients and helping them find answers to their questions.

Before joining our team, I worked as a consultant at Mutual America and as a sales executive at UPMC Health Plan, where I expanded my knowledge of 401(k) retirement plans and group health insurance.

I hold Series 6 and 63 securities registrations through LPL Financial, along with licenses in Accident, Health, Life, Variable Annuity, and Fixed Annuity. I'm also a Notary and earned my Bachelor of Science in Education from Clarion University.

Outside of work, I love spending time with my husband, our two children, and our family and friends.

Neither LPL Financial nor any of its affiliates may give legal advice. For a comprehensive review of your personal situation, always consult your legal advisor. Notary services are not endorsed or warrantied by the firm.