I joined Legacy Planning’s Lehigh Valley office in 2010, bringing several years of office administration and client relationship experience to the Branch Administrator role. I am responsible for executing branch operations as well as coordinating branch meetings and building maintenance. I also assist the Finance Manager with all finance operations amongst our three branches as well as coordinate team building activities and events for the entire firm.
I earned my Bachelor of Arts in 2006 from Cedar Crest College in Allentown, Pennsylvania.
My strength is my ability and willingness to be a team player. I believe that welcoming our clients into the office and ensuring that they have an excellent experience while here is integral to building the client relationship.
I currently reside in the Lehigh Valley with my two sons. I enjoy spending my free time with my sons, family, and friends.