Emily helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her greatest priority.
Emily also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless. Emily holds Series 6 and 63 securities licenses as well as life and health insurance licenses.
Before joining our team in March 2021, Emily was an Associate Financial Representative at Northwestern Mutual. She earned a bachelor’s degree in Sociology from Longwood University.
Emily lives in Williamsburg, Virginia. In her free time, she enjoys fitness, attending concerts, and hiking with her dog, Nugget.