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Awards
Lorrie Riggs Named a 2026 Forbes Best-In-State Women Wealth Advisor
For the fourth consecutive year, Lorrie Riggs has been named to the 2026 Forbes Best in State Women Wealth Advisors List.
Lorrie Garber Riggs and M. Amy Villani named Advisorhub's 2026 Advisors to Watch
Lorrie Riggs and Amy Villani have been recognized by AdvisorHub as 2026 Advisors to Watch.
Lorrie Riggs Named an AdvisorHub Women Advisor to Watch for 2026
For the 3rd consecutive year, Lorrie Riggs has been recognized as AdvisorHub’s Women Advisors to Watch for 2026
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
Senior Vice President / Wealth Management, Financial Advisor
M. Amy Villani
Executive Vice President / Wealth Management, Financial Advisor
Julie Dellisant-Flugel, CFP®, CDFA™
Vice President/Wealth Management, Financial Advisor
Tammy A. Doan
Private Client Associate
Emily Fritz
Registered Private Client Associate
Kate Gogel
Registered 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
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
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.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Address:
Phone:
Email:
Bethlehem Office
Phone:
610.861.8417
Email:
vestra@janney.com
Newtown/Yardley Office
Phone:
267-685-4208
Email:
lriggs@Janney.com
St. Petersburg Office
Phone:
727.214.2490
Email:
jflugel@janney.com