Isabel began her career in banking as a credit analyst before transitioning into an account manager role. In 2023, she chose to pursue a new direction and entered the financial services industry. She quickly earned her Series 65 and Pennsylvania Life and Health Insurance licenses, demonstrating her commitment to professional growth. Isabel is passionate about educating clients on the importance and long‑term impact of retirement planning. She enjoys connecting with plan sponsors and participants to understand their financial goals and collaborate on meaningful solutions. Known for her diligent attention to detail, she takes pride in ensuring every client feels supported and well cared for.
Isabel graduated from Millersville University with a bachelor’s degree in business administration and a concentration in finance. She serves as Vice President on the board of Lancaster Young Professionals, where she is dedicated to fostering opportunities for personal and professional development and encouraging community involvement. Outside of work, Isabel enjoys painting and drawing, exploring national parks, and gardening.
