With a Finance degree from Shippensburg University and over 20 years of experience in the financial advisory industry, I’ve worked with a multitude of clients, including older adults, busy professionals, high-net-worth individuals, and multi-generational families. I’ve seen firsthand how difficult life can be as one gets older, loses a loved one, or doesn’t have the time or drive to take care of everyday finances and needs. This is why I created Cardinal Haven: Daily Money Manager & Home Resources.
A cardinal is a symbol of devotion and loyalty. I want to be that advocate for my clients and their families, providing organizational help with day-to-day finances and home resources. As your Daily Money Manager and home resources partner, I will help you free up time, reduce stress, and get more organized by providing various services customized to each client for peace of mind.
I serve Lancaster, Lebanon, and York counties. Contact me, and we’ll determine your individual needs and answer any questions you may have.
At Cardinal Haven, our mission is to provide personalized and professional daily money management services, along with various home assistance services. We aim to empower individuals with financial clarity and enhance daily living through exceptional service, integrity, and respect for each client’s unique needs.
"Insured and bonded for your protection"
Member of American Association of Daily Money Managers and Member of Pennsylvania Association of Notaries
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