Prior to joining RBC Wealth Management in 2007, I was a Vice President & Advisor in the bank brokerage area at Wachovia and Commerce banks for over 12 years. A key area of responsibility at both banks was to introduce and integrate a holistic approach to financial services within the banking platforms. A particular area of expertise was the state of the art EMoney™ wealth management platform.

 

Additionally, I was associated with the Equitable/AXA offices at Karr Barth Associates for over 15 years. Experience there allowed me to master many facets of the insurance, estate, and tax management planning process. Throughout the years, I have earned many awards for both achievement and quality service in working with my clients.

 

I currently reside in Whitemarsh Township with my husband and two sons. I am active in several professional, business, and community organizations and their respective ongoing projects. I am a board member of the Whitemarsh Business Association and the ON/AVN support group.