In our latest staff spotlight we caught up with one of our newest team members, Client Relationship Associate Brianna Belzner. What did we learn? Well, Brianna has some serious sewing skills, an appreciation of other languages, and her favorite season is right around the corner. Read on for more!
Sewing! I know it’s an odd hobby for a 20-something to enjoy, but it is so satisfying and rewarding when I finally finish a project. I would consider myself more of a novice when it comes to sewing, but I love learning this old textile art. My most recent project was a maroon cotton dress.
I was always a fan of my Math and Spanish classes – hence why I studied them both in depth in college. Both subjects just always came naturally to me. (History was a much different case.) I loved being that classmate everyone turned to for an explanation as to HOW and WHY an equation is solved in a certain manner. I would get so much joy seeing their wheels turning and when their face told me it clicked!
Fall. Hands down. I love everything about the fall… the crisp autumn air accompanied by the beautiful leaves changing here in PA, the Bloomsburg Town Fair, the cozy sweaters and hoodies, the social acceptability to eat anything and everything apple or pumpkin related, farm visits with hayrides, pumpkin picking, corn mazes, and cider drinking. The only aspect of fall I truly despise is that it means winter is coming.
Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.
We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.
Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.