Working in a company that prioritizes a family-friendly environment is something I’m proud of. I support financial advisers Martin McClellan, Christopher Vargas, Bodie Monroe, and Wendy Hammond, handling incoming calls, assisting clients with their accounts, processing transactions, and facilitating new account openings.
Building strong relationships with clients at Legacy Wealth Planning has been a highlight for me. With over a decade of experience in the financial planning industry, I achieved a personal milestone in 2017 by passing the series 7 and series 66 exams, becoming a registered administrative assistant.
Beyond the confines of my work and family, I dedicate my spare time rescuing bunnies and various animals, ensuring they find nurturing homes.
Retirement Planning
Asset Management
Education Planning