Our mission is to help our clients achieve their best possible life, using their finances to support that life in a most fulfilling way. Whether it is juggling college bills and retirement planning, developing strategies to pass wealth on to the next generation, or considering whether to work part-time in retirement - we deal with all life's questions and goals, to develop and track a plan to support your situation.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We develop excellent long-term relationships with our clients, so that we can help with your evolving life, and bring the knowledge of tax laws, estate planning options, investment opportunities etc. to keep you on track. With 18 years experience and advanced education designations, we can bring an independent and knowledgeable perspective to your situation.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you. There is an opportunity to register for a complimentary consultation as well.
One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients.
We understand today's financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.
I'm married to Rich, a former math teacher. We have a busy high school daughter who is active in all things band. Pixie and Tallie are our 2 crazy rescue dogs. Our main office is in West Chester, and I live outside of Harrisburg, so we have clients all across PA and beyond. My office manager, Elizabeth Austin, is an essential piece of my practice. She has 2 sons - both in college, and she's an excellent tennis player! I enjoy a full life following Penn State sports, the Orioles and Phillies, being active band parents, doing outdoor family activities and enjoying good friends. I also volunteer through Junior Achievement and church. Kids and and social justice issues are important to me.
At Blessing Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.