Emily is a Retirement Consultant providing both qualified and non-qualified plan consulting services for our institutional clients. She has expertise in helping clients create and administer customized benefit plans that help achieve the specific goals of the business.
She works with clients to offer a best-in-class plan by consulting plan design; analyzing participant behavior, including investments and savings behavior; compiling information on retirement and investment industry trends and evaluating findings relative to client‐specific data; analyzing and interpreting industry and client‐specific data; and developing recommendations based on findings.
Emily earned a B.A. in Business/Economics and International Relations with a minor in French from Wheaton College.