My attention to detail is the center of my work, making a significant impact on each of our clients’ service experience. As a Client Relationship Manager, I work directly with clients during the account opening process, while also supporting the Lehigh Valley Team in gathering necessary data to build financial plans.
I joined Legacy Planning in 2018 as Executive Assistant, bringing 14 years of customer service and administrative experience to the firm. I graduated with a Bachelor of Science in Business Administration, with a concentration in Marketing, from Kutztown University.
I currently live in Palm, PA with my husband Derek, our two children and dog. In my free time, I enjoy traveling, four-wheeling, and spending time outdoors.