About Emily
Emily has always had a passion for problem‐solving and teaching, at one point wanting to pursue a career in the educational field as an English teacher. As life moved in other directions, she found interest in money management and wanting to help people make informed decisions to achieve their life and financial goals.
Now, as an Advisory Team Associate, Emily assists her team by working closely with Wealth Advisors and the client service team to monitor client’s comprehensive wealth management plans. She enjoys helping clients navigate complex financial matters, while building personal relationships with them. Prior to joining Buckingham in 2022, Emily spent several years in the financial service industry as a Client Service Manager at Moneta group. Emily received her BSBA with an emphasis on Finance from the University of Missouri – St. Louis and is currently studying to receive her Certified Financial Planner designation.
Outside of Buckingham, Emily enjoys spending time with her family and close friends. She is a regular face at The Fox and enjoys impromptu vacations with her daughter. During the spring/summer seasons you will find her hiking or Kayaking with her sister.
Emily has always had a passion for problem‐solving and teaching, at one point wanting to pursue a career in the educational field as an English teacher. As life moved in other directions, she found interest in money management and wanting to help people make informed decisions to achieve their life and financial goals.
Now, as an Advisory Team Associate, Emily assists her team by working closely with Wealth Advisors and the client service team to monitor client’s comprehensive wealth management plans. She enjoys helping clients navigate complex financial matters, while building personal relationships with them. Prior to joining Buckingham in 2022, Emily spent several years in the financial service industry as a Client Service Manager at Moneta group. Emily received her BSBA with an emphasis on Finance from the University of Missouri – St. Louis and is currently studying to receive her Certified Financial Planner designation.
Outside of Buckingham, Emily enjoys spending time with her family and close friends. She is a regular face at The Fox and enjoys impromptu vacations with her daughter. During the spring/summer seasons you will find her hiking or Kayaking with her sister.