I am the Client Relations Manager at Wealth-Legacy Planning LLC, where I work closely to support Christa and ensure that every client receives personalized service while helping office operations run efficiently. I am an aspiring financial planner driven by a strong desire to help individuals and families achieve their financial goals and be financially confident. I believe that thoughtful financial planning empowers people to build long-term security and the freedom to pursue what matters most to them.

I earned my bachelor’s degree from Marist University, where I focused on finance and completed a minor in accounting. My academic experience provided a strong foundation in financial principles, which I continue to build on as I work toward obtaining my Series 7 license.

My journey into financial services is rooted in my passion for helping others and my interest in creating meaningful, long-term financial strategies. The reason I chose Wealth-Legacy Planning is that the firm is independent which allows us to offer the best product solutions available to our clients. We can better support clients directly and contribute to a positive and organized client experience.

Outside of work, I enjoy playing video games, intramural soccer and the bass guitar. I also have a tuxedo cat named Cosmo.