Home page hero banner


Awards

Forbes Best-In-State Women Wealth Advisors 2025
Lorrie Riggs & Amy Villani have been named to the 2025 Forbes Best in State Women Wealth Advisors List.

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
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.

Recent Event: 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: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?

Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
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.
February 10, 2025

Making a Charitable Gift? Consider a QCD
Looking to make a charitable gift while maximizing tax benefits? A Qualified Charitable Distribution (QCD) could help you donate tax-free while satisfying your Required Minimum Distribution (RMD). Learn how this strategy can work for you.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).

Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.

Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
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