How Lois can help you
Following in her father’s footsteps, Lois helps pre-retirees and retirees plan for retirement and make sure their money lasts so they can enjoy their health, wealth and time with family for many years to come.
She is passionate about financial literacy and often holds events for the community in which she discusses personal finance topics and financial planning.
What makes her knowledgeable
Lois attended Villanova University, where she graduated cum laude with a degree in finance from the Villanova School of Business. Upon graduation, she was an analyst for the J.P. Morgan Private Bank for three years. She worked closely with many high-net-worth individuals, families, endowments and foundations on investment and wealth planning strategies. She later earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She is a member of the Financial Planning Association of New Jersey, providing pro bono financial education and tax preparation.
Getting to know Lois
Lois enjoys volunteering with her church and in the community. She’s a foodie at heart who enjoys exploring local restaurants and supporting local businesses. Being a mom to a baby boy is one of her greatest joys, and she values balancing family, community involvement and everyday moments.