As a Financial Services Associate at Legacy Planning, I work alongside Matthew Kulp and Melissa Gerhardt as they prepare for client meetings and create and implement financial plans. My intention is to provide individual clients and families with the exceptional level of service that they have come to expect from the Legacy Planning team.
I grew up in Lehigh Valley and knew early on that I wanted to build my career here. Before college, I spent time talking with family, mentors, and peers to best figure out where I wanted to focus my studies. I graduated from DeSales University in 2021 with a Bachelor of Science in Finance and Accounting. I spent a majority of my time getting involved in my university community by participating in community service projects, studying abroad in Italy, as well as holding several leadership positions. As my time at DeSales ended, I was presented the Provincial Medal of Honor by the Oblates of St. Francis DeSales for best exemplifying the spirit of their Patron Saint.
After a brief experience as a Financial Services Professional at a national insurance provider, I decided that I wanted to spend more time working directly with clients one-on-one as they planned their financial futures. I reconnected with John Pellosie, a Legacy Associate Advisor and fellow DSU Alumnus, and I soon joined him in working with the Allentown team.
I truly enjoy being at the front of the room and presenting. Whether I am underscoring the highlights of a revised financial strategy, addressing a client’s questions on logistics or spinning the turntables as a Disk Jockey, I graciously accept any opportunity to engage with people on a personal level.
I currently live in Allentown and am an active member in my parish and gym community. I spend a lot of my free time learning new material about optimal exercise and proper nutrition. I really enjoy traveling and love to plan trips to various locations, whether in the U.S. or abroad.