Bio
Emily is a Retirement Consultant providing both qualified and non-qualified plan consulting services for our institutional clients. She has experience in helping clients create and administer customized benefit plans that help achieve the specific goals of the business.
She works with clients to offer plans aligned with their business objectives by on consulting plan design; analyzing participant behavior, including investments and savings behavior; compiling information on retirement and investment industry trends and evaluating findings relative to clientâspecific data; analyzing and interpreting industry and clientâspecific 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.