I graduated from Ursinus College with a degree in Applied Economics, with a concentration in finance and minors in mathematics and management studies, which gave me a strong appreciation for how much the details matter. I interned at Capital Planning the year before joining the team as an Operations Associate in 2024, and that experience made the transition feel natural. By the time I started full time, I already understood the culture and cared about the work.
On the operations team, my role is to manage the day to day activities in our clients’ accounts, placing trades, processing transfers, and making sure everything is set up correctly and maintained over time. I hold my Series 7 and 66 registrations with LPL Financial, and I take pride in the precision and follow through the role requires. When clients don’t have to worry about the mechanics of their accounts, they can focus on the bigger picture. That’s the goal.
I was born and raised in Pennsylvania and currently live in Bethlehem. Outside the office, I’m happiest spending time with family, on a golf course, or playing pickup basketball with friends. I’m newer to the team, but not to the values that drew me here, and I’m grateful to be part of something that genuinely puts clients first.