As Division Manager, I currently oversee the growth, organization, and sales process at the Lehigh Valley office. I am responsible for providing direction to the team as well as developing and streamlining our processes. I also support our Partners in their business development relationships with area leaders and business partners.
Before joining Legacy in 2013, I started my career in the client services field, and carried that experience into my previous role at Legacy where I served as the Client Relationship Manager to the firm’s Managing Partner and Senior Advisor/Partner.
I graduated from DeSales University with a Bachelor of Science in Marketing.
I count relationship building as my top strength which allows me to best serve my clients, colleagues and advisors. I believe in not just providing excellent client service, but also helping our advisors proactively anticipate their clients’ needs.
I reside in the Lehigh Valley with my husband Rick, son Trey, and daughter Harper. In my spare time, I enjoy traveling, cooking, and spending time with my family.
