My role at Capital Planning:

As an Insurance Specialist, my goal is to make finding the right life, disability, and long-term care insurance simple and stress-free. I take the time to understand each client’s unique needs and guide them to the best coverage options to protect their financial future. After all, you wouldn’t build a house and fill it with nice things without adding a roof! Educating clients is at the heart of what I do. I break down their options in a clear, straightforward way, helping them make informed decisions with confidence. I love building relationships and making what can seem like a complicated process feel easy and approachable. Ultimately, there’s nothing more rewarding than knowing I’ve helped someone secure their financial future and provide them with peace of mind.

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 sparked my love for all things autumn— crisp air, colorful leaves, and cozy sweaters are my favorites! When I’m not enjoying the fall season, you can usually find me sewing, catching up with friends over coffee, or spending time with my wonderful husband. If you really want to get me talking, just ask about my dog—I could go on forever about my sweet, three-legged pit bull, Starr.