How I can help you:

As a Wealth Planner, I have the privilege of guiding our clients through the financial planning process to give them confidence in their financial future and help them pursue their goals. The team and I will develop a customized, executable plan for each client, understanding that everyone who walks in the door has different and unique circumstances and priorities. Building that close, valued relationship with our clients brings me so much joy and fulfillment– it is truly an honor to serve our clients in that way, and I hope to be able to join you alongside your journey as well.

What makes me knowledgeable:

I spent 10 years working in various areas of Finance Services in New York City. I graduated from Cornell University with degrees in Psychology and Asian Studies and spent my early career in Wealth Management and Investment Banking. I then led Pricing and Capital Markets at a fintech private student loan lender before moving to the Lehigh Valley to join the Capital Planning Wealth Management team in 2025. I hold my Series 7 and 63 with LPL Financial and my Pennsylvania Life, Health, and Accident Insurance License.

Getting to know me:

My husband, Jonathan, and I live in Easton with our two young daughters, Hope and Madison. When we’re not chasing our girls around our backyard, I love to go running, do yoga, and spend time cooking for friends and family.