As a Financial Services Associate at Legacy Planning, I work directly with Kevin Donohue, utilizing my analytical and communication skills to provide the highest level of service and support to our existing and prospective clients. I assist in the preparation of materials for client review meetings, as well as implement all necessary follow-ups and next steps as defined in the financial plan.
I graduated from West Chester University in 2018 with a Bachelor of Science in Business Management and Finance. Following graduation, I worked for a larger financial planning firm and at Vanguard, both in the Philadelphia metro area. This work experience helped me to improve my client service skills as well as increase my passion for helping others with financial planning.
My fiancé, Laura, and I live in Wilmington, Delaware with our dog Bailey. When the weather is nice, I like to spend my spare time outdoors or playing golf. I also enjoy time together with friends and family.