Financial Advisors for Now and the Future.

About Vanessa

Selfless, friendly, and hard-working service is at Vanessa’s core. In fact, her whole life has been dedicated to serving others so they can create a better life for themselves and their families. 

At home, Vanessa puts her husband, two children, family, and friends needs above her own – day in, day out.  Because of this loyalty and steadfast commitment to others in her circle of care, Vanessa builds deep, caring relationships with those that are close to her.  Her relatable, genuine personalness gives her a magnetic quality that people love to be around.

Vanessa graduated from Indiana University of Pennsylvania with a degree in Exercise Science.  Exercise Science allowed Vanessa the opportunity to help others who experienced a significant health event recover and lead a healthier lifestyle.  Most recently, Vanessa worked an insurance company where she obtained specialized designations in personal insurance offerings.  Insurance allowed Vanessa to help individuals and families through some of life’s most exciting (marriages and children driving) and most saddening (accidents, loss of loved ones) events. 

Now, as Client Services Specialist, Vanessa’s experience of caring for others by protecting valued assets of life, finances, and health is on full display as she simultaneously services the physical and emotional needs that come along with life’s cycle of events.  She feels deeply that working hard to take care of loved ones, to provide a future for your family, or to take care of others entrusted to your personal / professional care is a noble endeavor that aligns with her servant heart.  She will give her best efforts to reliably and tirelessly to help you pursue these goals.


Favorite Island

Puerto Rico

Favorite Holiday


Something on my bucket list

Hiking Yosemite National Park/Visiting Spain

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