Our Team

In her role as Administrative Assistant, Emma supports the team by keeping daily operations organized and running smoothly. She assists with scheduling, communication, and project coordination, contributing to a variety of initiatives across teams to help ensure alignment and steady progress toward our broader goals. Emma also takes on meaningful project tasks that strengthen our operational efficiency and client service.

Emma recently graduated from the University of Missouri–St. Louis with a bachelor’s degree in finance, earning academic honors, and has since earned the Financial Paraplanner Qualified Professional™ (FPQP®) designation.