My role at Capital Planning:

I serve by assisting the Capital Planning Wealth advisors during the onboarding process.  I help analyze the data and develop the financial plans. I work with the advisors to ensure they have what they need to best serve our clients for the meeting.

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 and my son Silas. Outside the office, I enjoy spending quality time with family and friends, reading, photography, and crochet. I am also an active member of my church community and enjoy serving in the Early Childhood Ministry.