Born and raised in communist Poland, I immigrated to the U.S. in 1983. I began my career in the middle of the roaring '90s when the average investor believed it was her God-given right to consistently rake in equity returns of over 20 percent a year. Boy, how things have changed. Over the past several decades, I have helped families like yours to establish specific, measurable financial goals for the attainment of wealth—however, YOU define wealth, be it retirement with no compromise in lifestyle and personal dignity, the education of your children or grand-kiddos, leaving a legacy to your favorite charity, etc.
My practice emphasizes comprehensive planning, asset allocation, and discretionary, fiduciary portfolio management. I can also help with income planning, education funding goals, structures for charitable giving, and estate planning issues. My network of trusted local professionals is deep and carefully cultivated.
I joined Conestoga Wealth Partners in 2021 after a combined 25 years with UBS Financial Services and Morgan Stanley.
As a lifelong Washingtonian since arriving in this country, all of my charitable and community efforts focus on our neighbors. I work and serve various local organizations including our church, the Rescue Mission, HopeSparks, Kitten Rescue of Mason County and the Pierce County Heart Walk/American Heart Association. As a firm, we are also happily and deeply involved with several local organizations, from Communities in Schools and Adopt-A-Road clean up, to the Gig Harbor Peninsula Fish Food Bank.
My husband, Craig, and I live in Gig Harbor, Washington, and have recently started splitting our time between here and our lake home in Coeur d’Alene, Idaho. Just before Christmas 2025, we invited two tiny sibling Biewer Terriers, named Maddi and Bruiser, to join our family. The pups are the primary reason we now begin our day at 4:30 in the morning…Craig and I enjoy boating, vacationing, and caring for our critters. Our favorite sunny getaway is Cabo San Lucas, where we've been relaxing once or twice a year since 1999.
Fees: generally speaking, a range of 0.25% (fixed income/bonds) to 1.00% (balanced and growth) for managed accounts.* Financial planning flat-fee services available at $450 per hour, with the average comprehensive Financial Plan running $3,000-5,000.
*In addition to the annual management fee, clients may pay platform fees, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.