How can I help you?

As the Client Solutions Specialist, I am client focused. I serve as the liaison between you and your Financial Advisor(s), developing lasting relationships, while making sure all your needs are met. I take pride in assuring your experience at Capital Planning exceeds your expectations.

What makes me knowledgeable?

I have over 20 years of experience in the Financial Services Industry serving in various capacities to include support in the areas of insurance, investments, and 401k administration. As a former Advisor, I have had the privilege of taking clients through the planning process and understanding its importance.

Getting to know me:

Outside of the office, I enjoy spending time with my daughters, Jordyn & Phoebe. Our annual vacations often include a trip to a National Park. In my free time, I enjoy being outdoors, going on hikes and walking in local parks. I am active in my church and serve on our Staff Parish Relations Committee.

A Favorite Quote:

“There is an entire world of possibility on the other side of where most people quit.”- Alan Sterner