As an Operations Assistant I play an essential role in providing administrative and organizational support to our team. Before joining Caplan Financial Group in February of 2023, I was a case manager at Manring & Farrell and legal assistant to the senior partner. I am very excited and proud to be a part of Caplan Financial Group as I have developed a passion for this field of financial planning and economics.

I graduated with a bachelor’s degree in business management from Capital University where I was a four-year varsity athlete and senior captain on the men’s lacrosse team. After graduating, I lived in Seoul, South Korea where I tutored English. I enjoy live music, a good book, and the Indiana Pacers.