As a Financial Planning Analyst, I assist clients and colleagues in the firm with financial planning and strategy expertise. In addition, I create Agili’s quarterly newsletter for clients and friends of the firm. I am also a Notary Public for the Commonwealth of Pennsylvania. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™  designation.

Education:

  • Bachelor of Arts, East Stroudsburg University

Professional Achievement:

  • Financial Paraplanner Qualified Professional™

When it comes to tiny moments, I enjoy reading books like The Wizard of Oz or Little House on the Prairie to my children, who can be immersed in these stories for hours at a time.