As a Financial Services Associate at Legacy Planning, I assist Jennifer Hodson with the creation of financial plans and the preparation of materials for client meetings. I strive to provide the greatest support to Jennifer Hodson and Michele Wrabley to ensure our clients receive the best service for all their financial needs.
I joined Legacy Planning in the beginning of 2022, after successfully completing a nearly 2-year college internship with the firm. I graduated from West Chester University in December 2021 with a Bachelor of Science in Economics and Finance.
My analytical thinking, communication skills, and creative mindset allow me to provide the best support and maximum efficiency to the Hodson Team. I always strive to be better than I was the day before, and that mindset has helped me to continuously expand my role at Legacy Planning.
I currently live in Newtown Square, Pennsylvania. In my spare time, I enjoy spending time with family and friends, traveling, crafting, and buying new plants!