My role at Capital Planning:

I have the distinct privilege of representing the face of Capital Planning in my role as Client Experience Coordinator. I work closely with our team to help clients achieve their financial dreams and ambitions, supporting this mission through my administrative duties. With a happy heart, I meet, greet, schedule, organize, and communicate all with the goal of ensuring our clients feel comfortable, welcomed, and informed throughout their journey with us.

My background and experience:

With over a decade of experience in finance and another ten years dedicated to nonprofit work, I bring a unique blend of structure, service, and heart to my role. My time in finance taught me the importance of precision and reliability, while my years in the nonprofit sector deepened my commitment to purpose-driven work and building strong relationships.

Getting to know me:

Outside of work, I’m a wife, a mother, a lifelong runner, and a beginner gardener finding joy (and patience!) in learning how things grow. I love spending time in nature, whether it’s on a trail, in the yard, or just enjoying a quiet moment outdoors.