I've been a lifelong resident of the Williamsport area and joined Moff & Associates in April 2019. After graduating from Loyalsock Township High School in 2005, I attended Lock Haven University and have spent over 15 years working in administration and customer service. What I've learned through that experience is that the details matter, and people appreciate it when someone takes the time to handle things properly the first time.
My role involves working closely with the advising team to assist with general account needs, document management, client onboarding, and record maintenance. I hold my Accident and Health, Life, and Fixed Annuities License for the State of Pennsylvania, which allows me to support clients across various planning areas. What I value most about this work is building close, personal relationships with clients and being someone they can count on when they need help navigating the administrative side of their financial planning.
I currently live in Montoursville with my two sons, Chase and Luke, who keep me busy when I'm not at work. In my free time, I enjoy traveling, photography, kayaking, and hiking. I also have two rescue dogs, Skye and Willow, who are always ready for an adventure. Spending time with family and friends, especially my sons, remains my favorite way to unwind.
Credentials:
Pennsylvania Accident and Health Insurance License | Life Insurance License | Fixed Annuities License | Notary