Emily joined the team at Family Wealth Counseling in summer 2023. Emily has almost 20 years of experience in office and administrative support. She supported teams in a variety of settings before landing in the accounting and financial planning industries. Managing front offices and operations has helped Emily appreciate the value of serving external and internal client needs, and helping others meet deadlines and goals. It is her desire to ensure everyone coming through the front office feels welcome and at home. Emily is outside as often as possible in her free time, playing in her garden or reading on the patio.
DISCLOSURE: Check the background of this firm and/or financial professional on FINRA’s BrokerCheck. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Family Wealth Counseling is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5- KESTRA (844-553-7872) Investor Disclosure: https://Bit.ly/KF-Disclosures.
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