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Phone:  610-871-3500

Tanya Sheffer

Client Relationship Manager

My role at Capital Planning:
As the Client Relationship Manager for Capital Planning, I serve as the liaison between our clients and our Advisor(s), ensuring all needs are met and our clients feel confident and informed about their financial plan. I take pride in ensuring all of our clients experience service at Capital Planning that exceeds their expectations.
My background and experience:
I have over 20 years of experience in the Financial Services Industry serving in various capacities to include support in the areas of insurance, investments, and 401k administration. As a former Advisor, I have had the privilege of taking clients through the planning process and understanding its importance.
Getting to know me:
Outside of the office, I enjoy spending time with my daughters, Jordyn & Phoebe and our lab, George. In my free time, I also enjoy being outdoors, going on hikes and walking in local parks. I am active in my church and serve on our Staff Parish Relations Committee.

Capital Planning has served clients for over 25 years.

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