Emily joined TSWM Advisory Group in early 2020 and serves as one of the primary points of contact for client communications, account servicing, and day-to-day support.
With a strong foundation in financial operations and client relationship management, she works closely with advisors to coordinate account onboarding, facilitate asset transfers, prepare review meetings, and address client needs promptly and professionally. She is dedicated to building strong, lasting client relationships and delivering consistent, high-touch service that supports each client’s financial journey.
Outside of work, you’ll often find her exploring the outdoors or enjoying quality time with her dog, Louie.