As an client relationship manager, I specialize in asset management and financial planning for clients.
I value honesty and transparency. Our business is built on the understanding of our clients’ needs and objectives first and foremost. Trust is earned not granted and I strive to strengthen all relationships by doing the right thing. Continuing education throughout my career has been a professional accomplishment enabling me to reach my career aspirations.
As an avid golfer, I am looking forward to getting out on the course to try out my new driver. I also love being with my family out on our boat exploring the Salish Sea or skiing up at Mount Washington. I am the proud mother to three amazing individuals and fortunate to have the love and support of my partner.
In this session, Emma will share insights on how to prepare, protect your legacy, and ensure your wishes are carried out. Estate planning is more than financial documents—it’s one of the greatest gifts you can give your loved ones.
Watch on demand – Join us for an insightful webinar on Impact Measurement and Engagement, with a focus on the data behind impact measurement and how asset managers are use their buying power to influence policy.
Watch on demand – Join Jill Bester and Shannon Ward as they discuss the ins and outs of impact investing in public markets.
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