I joined Plan ONE Financial Group in 2019 as a Financial Planning Administrator, where I handle data input, plan preparation, and portfolio rebalancing functions that are essential to our financial planning process. I also assist Christine Pierce with the firm's administrative tasks, helping maintain the smooth operations that our clients depend on.
I graduated from Montclair State University with a Bachelor's degree in Business Administration and a concentration in Hospitality Management. This background in hospitality aligns perfectly with my passion for being of service to others and making them feel their best. I believe that exceptional client service is about anticipating needs and creating positive experiences at every touchpoint.
My role requires precision and attention to detail, especially when working with the technical aspects of financial planning software and portfolio management systems. I hold my Series 7 and 66 FINRA registrations and am a Registered Representative through OSAIC Wealth, Inc., which allows me to support our clients' needs across various aspects of their financial plans.
Originally from Egg Harbor Township, New Jersey, I have a deep appreciation for both the shore and outdoor activities. When I'm not in the office, you'll likely find me hiking, traveling to new destinations, or relaxing on a beach somewhere. These experiences help me maintain the positive energy and fresh perspective I bring to my work with our clients and team.