How I Can Help You:

As an Operations Associate, I love to crunch the numbers and make things clear and easy for other people, and that means you. My role is to ensure that your transfers, trades, and paperwork are completed smoothly and in a personalized manner. My work reminds me that, while I do this every day, I am helping those who may be experiencing a financial event for the first time. My goal is to be a resource for the Capital Planning team as well as our clients who trust us.

What makes me knowledgeable:

Before joining Capital Planning in 2021 as an operations associate, I graduated from Cairn University with a B.S. in Business in 2016 and worked in this industry building and servicing retirement plans for retirees. My experience is in analyzing retirement income strategies, opening and servicing accounts, as well as fielding questions directly from clients about how their accounts work. I hold my FINRA series 6 and 63 registrations with LPL Financial.

Getting to know Me:

My wife and I live in East Greenville and met in college on the cross country team. I now enjoy pushing our young daughter in the jogger on my runs and we love to visit new walking trails in the area as a family. I grew up overseas in Japan where my parents and grandparents have been missionaries since 1952. My wife and I now attend church in Souderton and are part of a small group where I serve by playing guitar.