I didn’t always know I wanted to work in financial planning, but I knew early on that I wanted to help people in a meaningful way. The moment it clicked was during an introductory financial planning course at Kutztown University. That’s when I realized numbers and math weren’t just analytical tools, they could be a way to make a real difference in someone’s life. Since then, I’ve come to appreciate how much of this work is really about the person sitting across from you, not just the plan on the page.
I studied both finance and personal financial planning at Kutztown, and during my senior year I completed a six month internship with Capital Planning before joining the team full time in June 2025. That internship made all the difference. It gave me the opportunity to gain hands on experience with real clients before I ever had a job title. As a Client Solutions Specialist, I help make the planning experience feel seamless by supporting advisors in preparing for meetings, managing day to day account needs, and staying on top of the details so our clients can focus on what matters most. I hold my Series 7 and 66 registrations with LPL Financial, my Pennsylvania Life, Accident, and Health Insurance licenses, and the RICP® designation, which has given me a strong foundation in retirement income planning, including Social Security optimization, tax efficient withdrawal strategies, healthcare planning, and managing the transition from building wealth to living from it.
I live in Quakertown with my fiancée, Kennedi. Outside of work, we spend a lot of time together taking daily walks around the neighborhood, making spontaneous trips to the beach, or finding something new to explore on the weekends. I’m a committed Philly sports fan across the board, and I try to be intentional about maintaining a healthy balance between work and personal life. Both matter, and I don’t take either for granted.