I’ve been a vital part of the Keystone Financial Management team since 2001, working closely with both financial professionals and their supporting staff within the Keystone Financial Network of companies. As President, I now lead the company alongside my brother, Eric, guiding the firm’s strategic vision and continuing the legacy of excellence and innovation that has defined Keystone.

In my previous roles, I’ve worked directly with branch offices, helping them develop tailored missions and implement field-friendly solutions that adhere to compliance standards. In my nearly 25 years with Keystone, I have been involved in all aspects of operations, regulatory oversight, acquisition and succession, and of course client engagement, ensuring that our advisors are empowered to deliver exceptional service.

I am a proud member of the Osaic Enterprise Council and recently retired from the National Operational Excellence Council.  It is a priority of mine to maintain involvement and cultivate lasting relationships with our Broker Dealer by voicing ideas, sharing best practices and focusing on making business better for each any every one of the associated individuals within our network and our peers.

Outside of the office, I enjoy spending time making memories with my husband Jake and with family and friends.  Nothing makes me feel more content than being surrounded by the people that I love, especially if it includes a firepit, a sunny day on the porch, a racetrack or hitting the road to explore places new and old in our RV. 

Insurance Exam

• Pennsylvania Life, Accident, and Health

State Securities Law Exam

• Series 63 - Uniform Securities Agent State Law Examination

• Series 65 - Uniform Investment Adviser Law Examination

General Industry/Products Exam

• SIE - Securities Industry Essentials Examination

• Series 7 - General Securities Representative Examination

Principal/Supervisory Exam

• Series 51 - Municipal Fund Securities Principal Examination

• Series 24 - General Securities Principal Examination