How can I help you?

As a Client Solutions Specialist, I’m here to ensure you receive the highest level of support and service throughout your financial journey. Whether its managing day-to-day account needs or coordinating behind the scenes to help our advisors prepare for your meetings, I work to make the process seamless, informed, and personal. My goal is to keep things running smoothly so you can focus on what matters most – your financial future.

What makes me knowledgeable?

I earned my B.S.B.A. in Finance and Personal Financial Planning from Kutztown University in 2025. Before stepping into my current role as a Client Solutions Specialist, I completed a six-month internship with Capital Planning Wealth Management, where I gained valuable hands-on experience working directly with clients and supporting comprehensive financial planning strategies. I currently hold my Series 7 and 66 registrations with LPL Financial, along with my Pennsylvania Life, Accident, and Health Insurance licenses. In addition, I am a Retirement Income Certified Professional (RICP®), a designation focused on creating sustainable retirement income strategies. The RICP program provides advanced training in areas such as Social Security optimization, tax-efficient withdrawal strategies, healthcare planning, and managing retirement risks – allowing me to better support clients as they transition from accumulating wealth to generating reliable income in retirement.

Getting to know me:

I'm from Quakertown, Pennsylvania, where I currently live today. In my free time, I enjoy going on adventures with my fiancée – whether it's our daily walks, shopping trips, or spontaneous getaways to the beach. I also enjoy playing basketball with friends at my local parks. As a passionate fan of all the Philadelphia sports teams, if I'm not at the game, you can bet I'm cheering them on from home!