My role at Capital Planning:

I serve by assisting the Capital Planning Wealth advisors in analyzing and developing financial plans for our clients. I work with the advisors to ensure that clients are always kept informed with regular communication regarding their financial plans. I am a resource to clients as questions arise, making sure that a solution is found whether through me or another team member.

My background and experience:

I joined the Capital Planning Wealth Management Team in 2019 after several years in the industry with experience in life insurance and annuity products. I have furthered my knowledge by studying for and obtaining designations and licenses. I hold the Certified Financial Planner designation, the Retirement Income Certified Professional designation, the Financial Paraplanner Qualified Professional designation, and the Series 6 and 63 licenses with LPL Financial. I graduated from Penn State University with a degree in Supply Chain and Information Systems.

Getting to know me:

I reside in Quakertown with my husband, Lee. Outside the office, I enjoy spending quality time with family and friends, whether it’s sharing a meal, playing a game or having a great conversation. I am also an active member of my church community.