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.
- Bachelor of Arts, East Stroudsburg University
- 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.