I am proud of our client-centered approach and the personal attention we provide to each and every client, making them feel like they are the only client we have. For over 25 years I have been serving clients with an unwavering commitment to providing independent, professional, and totally objective advice. I welcome you to learn first-hand how we help clients pursue financial independence.  

As an avid cyclist and exercise enthusiast, I strive to live life to the fullest and to encourage others to do the same. Life Planning is at the heart of who I am and helping clients live their best life is what I do best.

I reside in Lafayette Hill, PA, with my wife Sheri, a college professor, and our 17-year-old cockapoo Rosabelle. We have a wonderful daughter Stephanie who resides in NYC.

As a Registered Sales Assistant, my job is to help support and provide the best-in-class service to
our clients. I come to Risler Financial Management after spending 10 + years at Penn Mutual Life
Insurance Company, where I started in the customer service department and ended my career
as a Regional Marketing Director covering Pennsylvania. I am thrilled about joining the Risler
Financial Management team and look forward to supporting the continued success of the firm.

I reside in Ambler, PA, with my wife Tirza. We recently had our first son Rian and could not be
happier. In my free time, I enjoy golfing, spending time with family, and rooting for all Philly
sports teams.

As an Associate Wealth Advisor and Certified Financial Planner(TM) professional, it is my responsibility to ensure that our clients receive the attention they deserve and that we act in their best interest. The opportunity of getting to truly know our clients allows me to bring clarity to their financial futures as we create and implement roadmaps to help preserve and grow their assets, while creating income strategies in working towards a comfortable retirement. I am committed to offering quality advice and superior service, enabling our clients to focus on the more meaningful aspects of their lives.

I joined Risler Financial Management in March of 2000. As director of Operations I am Bruce’s right hand. Personal attention and client service is at the heart of what I do on a daily basis. I am a great big set of hands that help to deliver that Risler Financial Management personal touch.

I am excited to be joining the Risler Financial Management team!  In my 20+ years of experience in the insurance industry, I have prided myself on providing an excellent customer experience.  I believe my values align well with those of RFM and I look forward to being an additional resource for you as part of the team. 

In my free time I love traveling to national parks or to the Delaware beaches.  I enjoy attending church with my family and supporting and volunteering with animal rescues and our local homeless mission.  My faith and family are most important to me and my personal care and compassion is the same that I bring to the work I love and the clients I serve. My husband and I reside in Hockessin, DE.