I am a licensed investment advisor with a passion for technology. I believe in financial education and literacy for all - with less paperwork! My role as Director of Operations allows me to do both client-facing work and back office management. I love talking about budgets, spreadsheets, and making a plan. I reside in Lancaster City with my husband and a lover of arts and culture - you'll often catch me at the Fulton Theater or trying new cocktails and treats.