I currently serve as a strategic advisor with Legacy Planning’s Business Owner Advisory Team (BOAT), which specializes in guiding entrepreneurs and private business owners through the critical phases of pre- and post-succession planning. This team facilitates a holistic approach, coordinating clients’ existing consultants (advisors, business coaches, attorneys, accountants, agents) and aligning personal financial plans with business goals to maximize business value. Legacy empowers business owners with the knowledge and strategic preparation essential for a successful transition, focusing on delivering clarity around the crucial “Keep or Sell” decision.
I also lead Legacy’s Advanced Planning Department, a vital resource dedicated to equipping clients with the most advanced tools and techniques. By overseeing the review of intricate financial plans, the department delivers crucial insights into business continuity, asset protection, income and estate planning, tax reduction strategies, charitable planning, and multi-generational wealth planning.
Leveraging extensive experience and a network of leading legal, accounting, retirement, and investment professionals, I support both our advisors and clients by coordinating research and strategic planning. This expertise provides an invaluable and integral component of the comprehensive financial planning process.
What is your proudest achievement as a financial planner?
“Many ideas and beliefs are never put into action. However back in 1998, I decided to act upon one of my ideas and prepared to open a new financial services firm called Legacy Planning on January 1, 1999. The belief was that our firm’s value-add would be based upon advice rather than any product. The process to deliver this advice would be built around educating the consumer through engaging the client in a comprehensive planning process. What I am most proud of is this idea has taken root and today forms a solid foundation from which Legacy Planning continues to grow and deliver financial advice to more and more individuals, families, and businesses.”
I have a Master of Science in Financial Services from The American College, and a business degree from Millersville University. In addition, I am a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA®). I offer securities and advisory services through Commonwealth Financial Network ®
