I joined the Capital Planning team in 2019, and what drew me here was the opportunity to do work that sits at the intersection of analysis and genuine service. My background is in supply chain and information systems from Penn State, and while that may seem like an unconventional path into financial planning, it gave me a strong appreciation for building efficient, reliable processes and paying close attention to detail.
In this work, that translates into creating planning experiences that feel thoughtful, organized, and dependable for both our advisors and the clients we serve, even when much of the work is happening behind the scenes.
My role focuses on the financial planning process itself. I analyze data, build financial plans, and help make sure our advisors are fully prepared for client meetings. Over the years, I have pursued designations that have strengthened the depth of that work, including the CFP®, RICP®, and FPQP® designations, along with my Series 6 and 63 registrations through LPL Financial. Each has added a different layer of perspective that I bring into the planning process every day.
I live in Quakertown with my husband, Lee, and our son, Silas. Outside of work, I enjoy spending time with family and friends, getting lost in a good book, photography, and working on crochet projects. I am also actively involved in my church’s Early Childhood Ministry, which is a meaningful part of my life and something I care deeply about.