As a client specialist, Emily works closely with advisors to help clients achieve their financial goals. Helping people through all of life’s situations is what motivates her to go above and beyond everyday. From managing accounts to completing trades, Emily helps make sure that everything runs as smoothly as possible for everyone.
Emily graduated from Wright State University with a bachelor’s degree in Finance and Economics in 2017. She is fully licensed and registered.
When she’s not working, you can find Emily being active running, horseback riding, spending quality time with her family and friends, or volunteering at the South Dayton Young Professionals and Montgomery County 4H.