Emma is one of our Senior Client Service Associates. She joined our team in June 2020 following her internship with us. Emma is a Financial Paraplanner Qualified Professional SM (FPQP®) as of May 2022. She is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model.
Emma is originally from Winston-Salem, NC. She graduated in May 2020 from North Carolina State University with a degree in Business Management with a concentration in Finance.
She enjoys hiking with her dog Lola, reading, and cooking. Emma is also learning to play the guitar and is a big Harry Potter fan.
