As a Financial Services Associate at Legacy Planning, I work directly with Robert Wermuth to support in providing the highest level of service to our clients. I assist in the preparation, implementation, and ongoing support in service of the client’s financial plan so that they may achieve their personal and financial goals.
I joined Legacy Planning in the summer of 2023 and bring with me a wide range of business, analytical and leadership experience. I graduated from Widener University in 2013 with a bachelor’s degree in financial management and shortly thereafter joined JP Morgan Chase as a Financial Analyst. In 2016, I accepted a unique opportunity outside of financial services to develop an analytically driven decision-making process for a global building materials manufacturing company. In 2022, I rejoined the financial services industry to pursue my passion of financial planning. Prior to joining Legacy Planning, I worked at another local financial planning firm and focused on developing the necessary skills to deliver superior client service while concurrently acquiring my Series 7 and 66 licenses.
I intend to rely on my strengths of analysis and effective communication developed from my prior experiences to provide the Legacy Planning team with clear and concise deliverables so that we may in turn support our clients in making well-informed decisions to execute their financial plan.
I live with my wife, Liz, in Delaware County and we enjoy spending time with our friends and family, traveling the world and going on hikes with our dog, Piper.
