My role at Capital Planning:

As the Client Relationship Associate for Capital Planning, I assist in the communication between our clients and our Advisor(s). I help ensure needs are met and that our clients feel educated and confident about their financial plan.

My background and experience:

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 insurances.

Getting to know me:

I was born and raised in Pennsylvania which helped create 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 taking is asking about my dog; I love sharing about my sweet, 3-legged pit-bull, Starr.