163 East Main Street,
Vice President, Partner
Staying present can be difficult when you are worried about the future. As Vice President and head of investment research at IVC Wealth Advisors, building client confidence is my top priority. With over 20 years of experience as a financial advisor, I focus on providing my clients with customized financial and retirement plans to strengthen their financial future.
I started my career servicing life and variable annuity clients at Prudential Financial before accepting a broker role for Charles Schwab in Colorado. After returning to Pennsylvania, I landed at National Penn, where I developed my skills in selling and servicing group benefits, including group retirement plans. After 11 years at National Penn, my partners and I decided we could more fully meet the needs of our clients by starting our independent firm.
Outside the office, I am involved in my local church and serve on the Lehigh Valley/BuxMont Fellowship of Christian Athletes board. I love spending time with my wife and three daughters. Away from work, I enjoy motorsports, hunting, shooting, hiking, and coaching youth soccer.
A Chartered Financial Consultant® (ChFC®) and Accredited Investment Fiduciary® (AIF®), I hold the FINRA Series 7 (General Securities), 9 and 10 (General Securities Sales Supervisor), 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law) and Life, Accident & Health licenses.
“He is no fool who gives what he cannot keep, to gain what he cannot lose.” – Jim Elliot.
President, Chief Investment Officer
I have over 25 years of experience in investment portfolio management and retirement plan advisory. I began my career as a financial planner with Univest, advancing to the position of Portfolio Manager and eventually Vice President/Supervisor of Funds Management.
After nine years at Univest, I established Indian Valley Capital Management as a Principal. In January 2000, IVCM was acquired and renamed FirstService Capital. In 2004, FirstService Capital transitioned and was renamed National Penn Capital Advisors. After separating from National Penn in August 2014, my partners and I established the independent advisory firm IVC Wealth Advisors LLC: with my role being its President and Chief Investment Officer.
Outside work, I am involved in numerous community and church activities and enjoy spending time with my wife and our blended family of children and grandchildren.
I hold a B.S. Degree from Elizabethtown College. I earned the Certified Financial Planner (CHP®) designation from the College of Financial Planning. I have a FINRA Series 7 (General Securities), 63 (Uniform Securities Agent State Law Examination), and a PA Life and Health License
Registered Client Associate
As a Registered Client Service Associate, my role is to anticipate the individual needs of our clients and provide exceptional client support. I strive to deliver accurate and timely responses to client requests and administrative processes. With over 13 years in the industry and a solid organizational background, I work with our financial advisors as they uncover and meet individual client goals.
I started my career at Oppenheimer & Co. Inc. in the reception area before I relocated to their Philadelphia offices for client support. During my time at Oppenheimer, I obtained several industry licenses. I further improved my industry knowledge by moving to Wells Fargo Advisors as a Sr. Registered Associate. The chance to work individually with advisors and clients in a small personal setting is what drew me to IVC Wealth. The IVC community is what makes coming to work every day special.
I grew up in a small town in northwestern PA and attended Pennsylvania State University and the University of Pittsburgh. I moved to the area in the early 2000s and now reside in Perkasie with my husband, children, and pets. Outside the office, I enjoy baking, gardening, and spending time with my family.
I hold several investment licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), and Series 65 (Uniform Investment Advisor). Additionally, I am a Pennsylvania Notary.
Client Service Associate
As a Client Service Associate, I enjoy serving clients’ needs and assisting advisors with client accounts. I tutored under a wonderful mentor who taught me what it meant to provide client service and support and the impact on their financial future.
I began my professional career as a client service representative for a regional Southern bank before I moved into the investment world via a newly established Broker-Dealer Firm where I provided client support for independent financial advisors and their associates. The position allowed me to increase my knowledge of the inner workings of the different platforms and processes in the investment industry. After a brief absence due to medical reasons, I returned to work as a Client Service Associate at IVC Wealth.
I am from Northeast Philadelphia and returned to Pennsylvania in 2020 after living in Southern California and Maryland for many years. I attended Citrus Valley Community College in San Gabriel, California. I graduated with two degrees, an AS in Accounting and an AA in Liberal Arts. I am studying Computer Science at the University of Maryland Global Campus. I have twin sons in their early 20s and two dogs I enjoy spending time with. I am a sports fan. I love rooting for the Phillies and Eagles. I enjoy dining with friends and sharing laughs.
As CCO, I compile and submit required government filings and monitor compliance systems. Additionally, I am involved in investment research, analytics, and trading. What I most enjoy about my role is that I can interact with and provide daily service support to our clients.
I am a licensed investment advisor with 26 years of work experience in the financial services industry. I have a bachelor’s degree from Delaware Valley College and a master’s in finance from Temple University Fox School of Business.
I live in Perkasie and have served as Judge of Elections for the 2nd ward, President of the Perkasie Rotary Club, and Treasurer of the Perkasie Industrial Development Board. I am an avid runner and am currently a member of the Valley Choral Society, Twelfth Night, and Summer Harmony Choruses.
I am a Certified Financial Planner™ (CFP) and hold FINRA Series 7 (General Securities Representative), 24 (General Securities Principal), and 63 (Uniform Securities Agent State Law) licenses, and the Pennsylvania Life and Health Insurance license.
As an independent financial advisor, I work with individuals, families, and business owners to help them understand the importance of developing a strategic, long-term plan that helps them achieve their goals and objectives. I take the mystery out of complex issues so that my clients fully understand all their options and by assisting them with understanding their current financial situation and defining their goals. Whether it is insurance planning, wealth accumulation or preservation, a secure retirement, or leaving a legacy, every person, family, and situation is unique and requires customized and highly personalized solutions.
As a U.S. Navy Veteran, I am passionate about our military members and Veterans. I am an active member with Veterans of Foreign Wars Post 5308 in Telford, PA. I am currently the Commander of the Post and have served in various positions. I am a member of the American Legion. I am also a member of Shiloh-MacCalla Masonic Lodge 558 in Souderton, PA, and the Allentown Valley of the Scottish Rite Freemasons. When not working, I enjoy golfing, hunting, fishing, and spending quality time with my wife, Stephanie, and our three girls.
I bring over 25 years of financial and business experience to my clients. I hold the FINRA Series 7 (General Securities), 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law), and the Accredited Investment Fiduciary (AIF®) designation. I am also a Registered Financial Consultant (RFC ®) and conform to the highest ethical and professional standards.
Senior Retirement Plan Service Manager
As Retirement Plan Service Manager, I help Plan Sponsors navigate the sometimes-turbulent seas of maintaining a successful Employer-Sponsored Retirement Plan.
I also work with Plan Participants and am passionate about encouraging them to prioritize their financial well-being by saving more for retirement. Through personalized consultations, I help them recognize the importance of early planning, setting achievable savings goals, and maximizing the benefits of their 401(k) plans.
I have over 16 years of industry experience, with the past nine exclusively servicing Employer-Sponsored Plans & Participants. I am an Accredited Investment Fiduciary® (AIF) and Chartered Retirement Plans Specialist® (CRPS). I have a FINRA Series 7 (General Securities), 66 (Uniform Combined State Law Exam) licenses, and a PA Life/Health/VA License.
Outside work, I enjoy spending time with my family and watching the Phillies, Eagles, and Harleysville Hornets.
As an Office Manager for IVC Wealth Advisors, I am responsible for the daily management of the IVC Office. I assist the office as a first point of contact for our clients and facilitate administrative tasks in the running of IVC Wealth Advisors.
I was born in Golden, Colorado, and grew up in Southern New Jersey. My professional career began as a mortgage processor working for Cendant Mortgage. My next career move was to GMAC where I continued to work as a processor for several years.
When I married my husband, we decided that I would take time off from my career to be home and start our family. After twelve years of being a stay-at-home mom, I found it was time to return to the workforce and was glad to be invited to join the IVC Wealth Advisors office. Outside work, I enjoy being outdoors with my husband, two boys, and our dogs.