My role at Capital Planning:

I serve by assisting the Capital Planning Wealth Advisors in analyzing and developing financial plans for our clients. I ensure clients are always kept informed with regular communication, from the initial creation of a financial plan, through to ongoing communication as life events occur and naturally, questions arise. I will also be a part of the team analyzing the impact of any life events to ensure client financial plans are optimized, so they can feel confident about their financial future.

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.