I strive to be readily available for my clients, so I may advise them on all financial matters, both large and small. My goal is to be the first person that my client thinks about calling before they buy a new home or expand their business. I work tirelessly to gain the trust required for my clients to refer their friends and family to me when they seek financial guidance. I pride myself on getting to know my clients exceptionally well and am proud to say that I call some of them my best friends.

After graduating from the University at Albany with a Bachelor of Science in business and a minor in Spanish, I went to work on Wall Street in June 1994. While there, I started working with my business partner of 32 years, Richard A. Biele. After four years in New York City, I moved back to my hometown in Bucks County, Pennsylvania. I have lived in Newtown, Pennsylvania, with my wife and two sons for more than twenty-six years, less than one half mile from the home I grew up in. Over the years I have helped various local clubs in different capacities, and I have been the treasurer for a large local nonprofit for about twenty years.

While I have a tremendous amount of experience with investing in municipal bonds and other more conservative investments such as US Treasury Bills, I specialize in stocks and exchange traded funds. I favor a blend of technical and fundamental analysis, and search for stock breakouts almost every day.

After graduating from Old Dominion with a BS in Economics, I went to work on Wall Street in June of 1991, where I met my business partner of 32 years, Timothy S. Vickrey Jr. After seven years in New York City, I moved back to my hometown in Forked River, New Jersey. I lived there for 25 years with my wife and three daughters, less than two miles from the home I grew up in. I have been an avid fisherman for most of my life, so over those 25 years, when I was not busy as a volunteer coach for the many sports teams that my daughters played for, I spent much of my free time fishing. While I still own my house in Forked River, NJ, in more recent years, my wife and I have moved to Jupiter, Florida. My wife is a local real estate agent, and I currently compete in a men's pickleball league.

I acquired my Series 7 General Securities and Series 63 states licenses in 1991 and then decided to offer fiduciary investment advisory services for my clients in 2017. I obtained my Series 66 license in early 2017, and I have focused on that side of the business ever since.

While I have many years of experience with investing in conservative investments, I specialize in small cap stocks and alternative investments. I favor a blend of technical and fundamental analysis, and I consider myself to be a value investor.

I graduated Magna Cum Laude from Wilkes University in 2023 with my Bachelor of Science in Accounting and went to work for Andersen as a part of their Philadelphia office's Private Client Services (PCS) team. During my time there, I prepared and reviewed individual, trust, partnership, and gift tax returns for our high net-worth clientele. After several tax "busy seasons" with Andersen, I decided to move to East Lansing, Michigan and pursue my Master's in Financial Planning and Wealth Management at MSU. I graduated in May 2026 at the top of my class with a 4.0 GPA, and shortly after graduation I passed the Certified Financial Planner® (CFP®) exam. I then returned home to Bucks County, PA to join my father, Tim Jr., and his partner, Richie, in their financial advisory practice.

When I'm not in the office, you can find me on local mountain bike trails, tinkering in the garage getting ready for a competitive dirt bike race, or spending time with my family. While I enjoy the investment side of this industry, I love the financial planning aspect. Whether it's estate and tax planning, or building a retirement portfolio, I value engaging with our clients in these conversations.

I met my husband, Tim Jr., in college when earning my bachelor's in biology. While he pursued a career in finance, I went on to become a Registered Nurse. I spent the next 30 years caring for individuals with special needs, raising two very active boys, learning the ins and outs of implementing electronic healthcare record systems, and supporting my husband as he and his partner Richie grew their business.

In May of 2023 I left the healthcare industry and joined Bucks Capital Advisers as the Administrative Assistant. The business continues to grow, and my help with the day-to-day paperwork allows Tim Jr., Richie, and now Tim III, to provide the personalized attention that our clients deserve and appreciate.