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Insightful Planning ... Inspired Outcomes

In Latin, Vestra is a pronoun meaning “your”. Achieving your goals is our priority.

We have been helping clients towards achieving financial confidence since 1986, No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we’re here for you. When you work with our team, it’s about going beyond investing; it’s about connecting your life and your finances.

We take a comprehensive approach to your finances by understanding your needs and goals and creating a customized plan; aligning your investment strategies to achieve those goals. As a multi-generational team of female Financial Advisors, we also strive to assure that the women we work with are given the respect they deserve as they plan for their future. Our depth of knowledge, experience, and industry certifications including Certified Financial PlannerTM, Retirement Income Specialist and Certified Divorce Financial AnalystTM, combined with Janney’s capabilities, client-first focus, and resources, enables each of us to provide high quality service, while offering advice and implementing financial solutions for every stage of your life.

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