I’ve been with Legacy Wealth Planning since we first opened our doors in 2006. I’m proud to be part of a company that treats its employees like family.
My responsibilities include answering phones, managing client billing, handling orders, and scheduling. I also strive to bring positive energy into the office, contributing to a welcoming atmosphere.
Outside of work, I’m a proud single mother of two amazing kids—both MBA graduates, living in Denver and Orange County. I have a passion for outdoor gardening and enjoy spending time with friends, especially over dinners and romantic comedy movies.