As the Vice President of Finance and Operations, I am responsible for oversight of the firm’s finances and for creating operational efficiencies throughout the organization.
My strong communication and strategic skills allow me to be a pivotal part of the firm’s management team, and my discipline and sense of responsibility keeps everyone moving forward. I believe that encouraging my team to continuously strive for excellence makes for a happy and productive workplace.
I joined Legacy Planning in 2009. I hold a Bachelor of Arts in Business and Marketing from Muhlenberg College and hold FINRA Series 7 and 24 securities registrations through LPL Financial and the series 66 through both LPL Financial and Global Retirement Partners.
My husband and I are residents of the Lehigh Valley, and our 3 sons keep us very busy in the best, possible way!
