Awards
Forbes Best-In-State Team 2025
For the Third Consecutive Year, Vestra Financial Partners Is Named to Forbes Best in State Wealth Management Teams List
AdvisorHub 100 Women To Watch
Lorrie Riggs named as a 2024 AdvisorHub 100 Women To Watch
Forbes 2024 Best-In-State Wealth Advisor
Amy Villani Named a Forbes Best-In-State Wealth Advisor for 2024
Our Team
With Vestra Financial Partners, you get a cohesive, seamlessly integrated team of professionals with an innate commitment to serving at the highest level. Our clients benefit from our vast collective experience, knowledge and insights, and our multigenerational makeup and perspectives. Our all-women team leads with compassion and genuine caring – always driven by what’s in our clients’ best interest. We take a personalized, comprehensive approach by thoroughly evaluating your complete financial profile and goals and thoughtfully crafting a sound, customized strategy and solid plan for achieving those goals. Our approach considers not only our client, but generations to come, and how best to plan for a secure and comfortable retirement, as well as funding the needs of future generations. Our clients look to us as a trusted go-to confidante for anything affecting their finances – from investing to divorce to home buying. We are deeply dedicated to delivering on our promise of insightful planning and inspired outcomes for each client every day through the highest ethical standards, honest, open communication, and complete transparency in all aspects of conducting business.
... Read more.
Read less.
Lorrie Garber Riggs
First Vice President / Wealth Management, Financial Advisor
M. Bernadette Holland, CFP®
Senior Vice President / Wealth Management, Financial Advisor
Julie Dellisant-Flugel, CFP® ,CDFA™
Financial Advisor
M. Amy Villani
Senior Vice President / Wealth Management, Financial Advisor
Tammy A. Doan
Private Client Associate
Ray Briscuso
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Women's Resource Center
Are you a woman who may need financial planning or investment help after losing a spouse due to death or divorce, changing jobs, or preparing for retirement? Are you single and planning for your future?
Social Security Resources
Millions of baby boomers are set to retire in the next 20 years, and most will rely on Social Security as an important source of retirement income. As they approach retirement, Americans want to understand how Social Security works. How much will they receive from Social Security? When should they begin receiving retirement benefits? What challenges is the Social Security system facing? These are some of the topics that our Social Security Resource Center explores.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Article and Video Library
Will you have enough income in retirement?
Lorrie Garber Riggs: Retirement Income Specialist
Facing a divorce? You don't have to face it alone.
Julie Dellisant-Flugel: Certified Divorce Financial Analyst
Women and Financial Success- video
Women and the Path to Financial Success
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 27, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information
Address:
Phone:
Email:
Bethlehem Office
Phone:
610.861.8419
Email:
vestra@janney.com
St. Petersburg Office
Phone:
727.214.2490
Email:
jflugel@janney.com
Newtown/Yardley Office
Phone:
267-685-4208
Email:
lriggs@Janney.com
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.