As a Planning Associate, Emily plays an integral role in supporting the advisory team by helping deliver thoughtful, high-quality service to clients. Responsibilities span from preparing for meetings and assisting with the onboarding of new assets to drafting Investment Policy Statements and maintaining communication with clients and their professional contacts.
Frequently involved in client meetings, Emily helps ensure that follow-up actions are handled with accuracy and care. In addition to logistical support, she contributes to the development of comprehensive financial plans, gathers relevant and timely information from clients, and stays current on planning strategies and changes in tax law. By working closely with the client service team and applying strong organizational skills and sharp attention to detail, Emily effectively manages multiple projects in a dynamic environment.
What sparked your interest in financial planning? What fuels you every day in your work?
From a young age, I was taught the importance of saving and planning for the future, which sparked my interest in financial planning. I enjoy the combination of working with people, solving problems, and helping clients navigate important financial decisions. What motivates me most is building relationships and helping clients gain confidence and clarity about their future.
What do you feel is a strength that you have?
One of my strengths is my ability to connect with people. I am naturally personable and enjoy building strong relationships with both clients and coworkers. Being approachable and understanding helps me foster trust and work well with others.
What do you enjoy most about working at Modera?
I enjoy that Modera has a truly client-first mindset and a highly collaborative culture. It’s a place where people are always willing to help, share knowledge, and work together to best serve our clients.
When you retire you’re going to…?
When I retire, I hope to continue traveling and exploring new destinations. I enjoy experiencing different cultures and trying new things along the way!
University of Delaware,
Degree in Finance, Financial Planning & Wealth Management
