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Awards

Lorrie Riggs Name 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.

Amy Villani Name a 2025 Forbes Best-In-State Women Wealth Advisor
For the second consecutive year, Amy Villani has 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
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.
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: 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?*

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.
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.
April 04, 2025

Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
April 01, 2025

Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 20, 2025

Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.

Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”

How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
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