How I Can Help You
My role at Capital Planning as a Insurance Coordinator, is to make the process as simple and seamless as possible for our clients. I am here to assist with administrative and service-related needs, including making calls on your behalf, helping complete and submit paperwork, obtaining information from insurance companies, and answering questions about your life insurance policies, annuities, and account servicing matters. My goal is to help clients navigate these processes efficiently and ensure they have a smooth and stress-free experience from start to finish.
What Makes Me Knowledgeable
I bring more than six years of experience in the financial services industry. Throughout my career, I have developed extensive experience working with life insurance and annuity products while also collaborating with other business units that support a variety of financial accounts and services. This experience has provided me with a broad understanding of many areas within the financial services industry and allows me to effectively assist clients with a wide range of account and service-related questions.
Getting to Know Me
I was born and raised in New Hampshire and relocated to Pennsylvania in September 2026. I am a lifelong New England sports fan, with football being my favorite sport to watch. Outside of work, my wife and I enjoy exploring new places, whether close to home or farther away. We also enjoy discovering new coffee shops, taking walks with our dog, and finding opportunities to experience new adventures together.
*Not registered with LPL Financial