As Chief Operating Officer for Legacy Planning I strive to achieve high-level performance measures through efficient internal management. I work alongside the firm’s partners to refine and oversee the execution of our business goals and strategy.
I believe that advisors should have the best infrastructure and support to serve their clients, and my unique role in the organization allows me the power to collaborate with the partners, advisors, and staff in order to achieve just that.
I am an Elizabethtown College graduate with a Bachelor of Science in International Business- Finance and a minor in Spanish. I received my MBA from Temple University’s Fox School of Business in 2011. I hold a PA Insurance License, FINRA Series 7 and 66 registrations, and I am a Supervising Principal at the firm.
My strong relationship building skills, coupled with a get-things-done mentality and strategic thinking skills, allow me to help everyone make better decisions, together.
I live in Horsham with my two children Lily and Jacob. In my spare time, I enjoy spending time with my family, traveling and yoga.