I joined Legacy Planning’s Retirement Plan Services team in 2016 as a Client Services Manager. Prior to Legacy Planning, I worked for the Vanguard Group where I served at varying levels of retirement planning client service, relationship and administration roles for over 28 years. Throughout my career, I have established a reputation for strong communication, effective client service and steady leadership skills.
The most valuable attributes I bring to my role at Legacy Planning include a high level of commitment to customer service, client administrative support, relationship building, retirement plan management support, and job focus.
I attended Bloomsburg University where my education coursework focused on Business Administration.
I live in Royersford, PA with my wife and family. When I’m not working, I enjoy golfing, traveling and spending time with my family and friends.
