Home page hero banner


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.
... Read more.
Read less.

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™
Vice President/Wealth Management, 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.

Up Next: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!

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.
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.
September 04, 2025

9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.

2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?

September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
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