Emily is an advisor associate in our Delafield, WI office, supporting the team of advisors by helping to manage client relationships, assisting in ongoing financial planning work, and serving as an additional point of contact for clients.
Previously, she served as a financial planning assistant at Ameriprise Financial, and also completed a financial planning internship with Resilient Wealth Planning while in school.
Residing in Colgate, WI, Emily enjoys traveling, trying new recipes, and staying active in her free time.
- Financial Planning Assistant at Ameriprise Financial
- Financial Planning Intern at Resilient Wealth Planning
Education & Credentials
- BBA, University of Wisconsin – Whitewater, Finance – Financial Planning
- SIE Certification