I've been with Plan ONE Financial since 2013, serving as Director of Operations. What drives me is building strong client relationships by truly understanding each client's unique needs. My Behavioral Financial Advisor (BFA) designation helps me connect with clients on a deeper level, understanding not just their financial goals but also their motivations and concerns.
I lead daily operations while working with our team to continuously refine client support processes and elevate overall satisfaction. This commitment to excellence has been recognized through serving on the SagePoint Financial Administrative Board and speaking at professional conferences on operational excellence and client service.
I graduated magna cum laude from Fairleigh Dickinson University with a Bachelor's degree in English and hold FINRA Series 7 and 66 registrations. I'm an Investment Advisory Representative through Osaic, with credentials that support my commitment to comprehensive financial guidance.
I live in Woodbury with my husband, three children, and our black Labrador. I'm actively involved in school and community initiatives, spending most of my free time on the pool deck supporting my children's competitive swimming. This experience as a parent gives me additional perspective on the importance of family financial planning and understanding what truly matters to our clients.