Financial Plan Coordinator
As Financial Plan Coordinator, Emily provides comprehensive technical support for the financial planning process. She leverages an advisor’s time by inputting accurate client into our planning software and researching solutions for client financial plans and Annual Reviews. Emily also collaborates with clients to obtain necessary financial information and coordinates key meetings with clients throughout their planning process. In addition, she is responsible for working in tandem with the Planner Assistant for the Annual Review process.
Emily graduated from the University of Missouri with a bachelor’s in business administration with an emphasis in Finance. Since graduating, Emily has worked in Paraplanner/Plan Coordinator roles assisting advisors with every step of the financial planning process, with a focus on financial plan creation and implementation. Emily has completed the education portion of the CFP and is working toward completing the exam in its entirety. She holds her SIE, 63 and Series 7 licenses.
Although a Missouri native, Emily now resides in Charleston, South Carolina with her fiancé. She loves spending time at the beach with her family and friends. Emily is an avid KC Chiefs and Mizzou Tigers fan and spends most fall weekends watching football.