Emily, our Senior Plan Coordinator, began her journey in Finance in 2019. She acts as a critical liaison between financial advisors and clients, facilitating communication, managing important documentation, and overseeing the implementation of financial strategies. Emily’s responsibilities encompass a range of tasks from collaborating closely with clients to gathering essential information to seamlessly build client Financial Plans.
Holding a bachelor’s degree in business administration with an emphasis in Finance from the University of Missouri, Emily has consistently focused on honing her expertise in financial planning. She has completed the educational portion of the CFP and is diligently working toward completing the exam. Additionally, her qualifications include the SIE, Series 66, and Series 7 licenses, further solidifying her technical prowess in the field.
Outside of work, Emily cherishes spending time in Charleston, SC, with her loved ones – especially her son, Bennett. An avid sports fan, Emily is loyal to the Kansas City Chiefs and Mizzou Tigers, immersing herself in the excitement of football during the fall!
Emily's dedication to her role at DeRose, combined with her passion for finance and helping others, makes her an invaluable member of the team. Her commitment to detailed client service echoes the ethos of DeRose, further enhancing the firm's reputation for excellence in financial planning.