Emily is the PWM Team Client Service Lead with The FWP Group. She joined the group in 2017, starting as a marketing associate and working her way up to obtaining the CERTIFIED FINANCIAL PLANNER™ certification in 2024. She enjoys coordinating with advisors and clients to help ensure clients are meeting their goals. Helping individuals navigate through all of life’s situations is part of what makes this industry so special to her.
Emily was born and raised in the greater Dayton area and graduated from Wright State University with a bachelor’s degree in Finance and Economics.
When she’s not working, you can find Emily being active running, hiking, spending quality time with her family and friends, or volunteering with various local organizations.