I joined the Legacy Planning West Chester office in 2015, as the Branch Administrator, bringing 13 years of experience in early education. As the Branch Administrator, I run the day-to-day operations of the office, assist the firm’s operational managers, and support the West Chester Advisors with coordinating and organizing daily activities and meetings.
Additionally, I manage the Annuity and Life Insurance new business process for several advisors in the West Chester office. This coordination includes following up with clients and carriers to ensure that policies/contracts are efficiently completed. In addition to those roles, I also assist with the branch’s technology needs.
I believe that a positive and proactive approach with clients, advisors, and staff is one of the most important things I can bring to my work every day. My strength is my focus on building and maintaining strong relationships with our clients and outside business carriers.
I currently live in West Chester, PA, with my two sons. In my free time, I enjoy cooking, traveling, and spending time with my children outdoors.