As a Financial Services Associate, I work directly with Steven La Porte in supporting his clients. I place a high value on a client’s time, and my goal is to respond to all requests in a timely manner with accuracy and clarity. My strong analytical and communication skills sustain the high level of client service that is expected from Legacy Planning.
I graduated from West Chester University in 2020 with a Bachelor of Science in Finance. Originally working with Legacy as a college intern, I joined the firm full-time following graduation.
In my free time, I enjoy being with family and friends, traveling, and taking in all the Philadelphia sports events that I can. Each year, I volunteer at the After the Glow charitable golf outing to raise awareness of Retinoblastoma and funding for families receiving treatment locally at Children’s Hospital of Philadelphia (CHOP).