As a Certified Retirement Counselor based in the greater Philadelphia area, I am known for my personalized approach to financial guidance and education. I understand that everyone’s financial journey is unique, and I prioritize understanding my clients’ specific needs, goals, and concerns. By offering tailored strategies and ongoing support, I empower clients to make informed decisions about their retirement planning.
My career began at Vanguard, where I gained invaluable experience in investment management and client services. Over time, I developed a passion for helping individuals navigate the complexities of retirement planning. This passion led me to transition to a more community-focused role, allowing me to meet with clients at their kitchen table (literally) to help them achieve their financial goals.
My commitment to fostering strong relationships and providing clear, actionable advice has become the cornerstone of my practice. My clients include both pre-retirees and retirees
I also volunteer my time fighting food insecurity in Philadelphia through the Jewish Relief Agency and the Veterans Multi-Service Center
What inspires you to do more?
“Every client I encounter inevitably has a different financial situation. My ability to understand their individual needs and deliver approachable solutions, catered to them, speaks to the culture we strive for as retirement planners at Legacy Planning. Retirement can be a difficult subject for some to talk about, so by putting my clients at ease, keeping the mood informal and allowing them to see that there is no “wrong” answer, I am able to make a real impact as we work together to define their retirement strategy.“
