Education: Bachelor’s degree in economics, Dickinson College; Certified Financial Planner™; Chartered Financial Consultant®
Education: Bachelor’s degree in economics, Dickinson College; Certified Financial Planner™; Chartered Financial Consultant®
Primary job function: Investment consulting for all types of retirement plans; works with private sector employers, tax-exempt organizations, large associations and foundations to set investment policy statement objectives and guidelines
Company description: Actuarial services firm
Professional/community affiliations: Phi Beta Kappa, Dickinson College; Society of Financial Services Professionals; Leadership Harrisburg Area
First paying job: My first job was working at a bank in the summer. What I learned was always to be nice to people and listen to what they have to say. at makes it much easier to help them.
Advice for earlier in her career: I wish someone would have told me to always stay focused on the big picture. Sometimes it gets difficult to see the forest through the trees, and it’s important to always know where you’re going.
