How I Can Help You:

Being part of the Operations team, it is my pleasure to assist our clients with transfers, placing trades, and ensuring that accounts are properly set up and maintained. I am happy to answer any questions that arise along the way to ensure a smooth and reliable experience for our clients.

What makes me knowledgeable:

I graduated from Ursinus College with a B.A. in Applied Economics with a concentration in Finance, and Minors in Mathematics and Management Studies. I had the privilege of interning at Capital Planning the year prior to joining the team as an Operations Associate in 2024.

Getting to know Me:

I was born and raised in Pennsylvania and currently reside in Bethlehem. Outside of the office, I enjoy spending time with family, being on a golf course, or playing pick-up basketball with friends.