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Awards

Lorrie Riggs Named a 2025 Advisor to Watch by AdvisorHub.
Lorrie Riggs has been recognized by AdvisorHub as one of its 2025 “100 Women Advisors to Watch". This reflects her dedication to client success, the growth and quality of her practice, and leadership in the industry. Lorrie’s achievements demonstrate the impact of building trust, offering personalized advice, and leading by example.

Amy Villani Named a 2025 Forbes Best-In-State Wealth Advisor
For the second consecutive year, Amy Villani has been recognized by Forbes as a Best-In-State Wealth Advisor.

Lorrie Riggs Named a 2025 Forbes Best-In-State Women Wealth Advisor
For the third consecutive year, Lorrie Riggs has been named to the 2025 Forbes Best in State Women Wealth Advisors List.
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.
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Lorrie Garber Riggs
First Vice President / Wealth Management, Financial Advisor

M. Amy Villani
Senior Vice President / Wealth Management, Financial Advisor

Julie Dellisant-Flugel, CFP®, CDFA™
Financial Advisor

Tammy A. Doan
Private Client Associate

Ray Briscuso
Private Client Associate

Denise Molloy
Private Client Associate

M. Bernadette Holland
Founding Partner - Retired
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Advice For Every Stage of Life
It’s never too early to start planning for the life you want. Our team can help you turn earnings into lasting wealth.

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.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.

Janney's Women Financial Advisor Advisory Board
Lorrie Riggs sits on Janney’s FA Advisory Board to foster the growth and advancement of women within the financial services industry and Janney.

Women of Shir Ami
Lorrie Riggs is an Executive Board Member of Women of Shir Ami, spearheading event planning and fundraising opportunities.

Shorecrest Preparatory School - Financial Literacy Classes
Julie Dellisant-Flugel guest teaches a Financial Literacy class at the Shorecrest Preparatory School, equipping students with practical budgeting, investing, and money management skills for a confident financial future.
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.

Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?

Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.

Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Article and Video Library

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

Marital Homes in Divorce - Video
Should you keep the house in divorce?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 26, 2025

In retirement planning, timing is key. But market volatility can be a concern.
Annuities may provide a steady income stream and help manage market volatility in retirement. Learn how they might fit into your strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/05/timing-is-everything-using-annuities-as-a-retirement-planning-tool
June 26, 2025

Have leftover 529 funds? You have options!
From transferring funds to other family members to leveraging them in estate planning, explore various strategies to make the most of your savings.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/10/planning-strategies-for-remaining-529-balances
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.

Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.

Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
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