Emily is the firm’s Client Service Manager. She is passionate about providing clients with exceptional service and support, ensuring they feel valued and confident in their financial journey. She is a magna cum laude graduate with a bachelor’s in finance from William Jessup University. After college, she was a Client Associate at Merrill Lynch and later became a Financial Representative at Northwestern Mutual. Coming from a large family, she knows the importance of building strong relationships and caring for others—a philosophy she carries into her professional life. In her spare time, she directs multiple state pageants, and volunteers with the Dementia Society of America.