As a Wealth Management Advisor at Legacy Planning, I work alongside Jennifer Hodson to deliver comprehensive, personalized financial planning and exceptional client service. I am actively involved in the development and implementation of financial strategies, preparation for client meetings, and ongoing support to ensure our clients’ evolving financial needs are met with care and precision.
I joined Legacy Planning in early 2022 after successfully completing a nearly two-year college internship with the firm. I graduated summa cum laude from West Chester University in December 2021 with a Bachelor of Science in Economics and Finance. I am also a CERTIFIED FINANCIAL PLANNER™ professional, which reflects my commitment to upholding the highest standards of competency, ethics, and client-focused financial advice.
My analytical approach, strong communication skills, and creative problem-solving mindset allow me to add meaningful value to both our clients and the Hodson Team. I am driven by continuous improvement and professional growth, and I take pride in expanding my role to better serve our clients.
I currently live in Downingtown, Pennsylvania with my husband. Outside of work, I enjoy spending time with family and friends, reading, traveling, crafting, and adding to my ever-growing collection of plants.
