My role at Capital Planning:

As our clients work through the Retirement process, I am a part of the Team that puts the specific planning and investment decisions into action. Often referred to as “back office operations” our Team approach to serving our clients is to ensure we remain visible and approachable. I understand how important our clients financial investments are for their future and have an enthusiasm for implementing technologies that make for better client experiences, especially if it helps clients feel more confident their financial future is secure.

My background and experience:

I have worked in a business environment for over 30 years with nearly 14 years in Financial Services. I enjoy the moving parts of this industry and am well versed in the processes that moves good planning into operation. I hold the FINRA securities 24, 7, 63 with LPL Financial. I also hold the Series 66 license with LPL Financial and Private Advisor Group and the PA Insurance license which allows me to perform the trading and operations in client accounts. I received my Bachelor’s degree from Indiana University of Pennsylvania.

Getting to know me:

I am a Pennsylvania native who enjoys the outdoors, especially the warmer weather activities. My husband, Tim and I enjoy biking and walking the Rail Trails, camping, and traveling. We are avid home DIYers and always have a project in the works, in and around our countryside home. We have two grown children and one furry family member still at home.