My role at Capital Planning:

As a Client Solutions Specialist, I do exactly what you’d think – help you! I assist in the communication between you and our team to make sure you are always kept informed. When questions arise, I am just an email or phone call away to serve you with urgency. I strive to ensure your needs are met and that you feel educated and confident about your financial plan. As an Insurance Specialist, I am here to help guide you through applications and policy changes whether that’s life insurance, disability insurance or long-term care. I am happy to help!

My professional background:

I graduated from Bloomsburg University in 2021 where I obtained my Bachelor of Arts in Spanish Language and Cultures as well as my Bachelor of Science and Business Administrations in Finance with a specialization in Personal Financial Planning. After graduation, I obtained and currently hold my Life, Accident, and Health Insurance License. I previously worked as a Financial Representative with a focus on life and disability insurance.

Getting to know me:

I was born and raised in Pennsylvania which created in me a zeal for autumn related activities. My favorite way to spend free time is having fellowship over a cup of coffee at small local coffee shops. I also spend a lot of time with my family over dinner and game nights. The best way to get me talking is asking about my dog; I love sharing about my sweet, 3-legged pit-bull, Starr.