I joined Legacy Planning in 2023, collaborating directly with Advisors Melissa Gerhardt and John Pellosie. In this role, I contribute to the preparation, implementation, and ongoing service for the diverse needs of individual clients and business owners.
Before joining Legacy, I worked in the banking industry where I interacted with clients daily, strengthening my customer service skills and expanding my knowledge of the financial industry and personal financial planning strategies. I leverage this background to offer the Legacy Planning team the support needed to ensure a consistently exceptional client experience.
I earned my BSBA in Management and Finance with a concentration in personal financial planning from Shippensburg University in 2022.
In my free time, I enjoy many outdoor activities. On most weekends, I am either hiking, hunting, or fishing in the areas surrounding the Lehigh Valley. In less favorable weather, I spend time at home where I enjoy a variety of woodworking projects.
