Emily is a Registered Assistant at Summit Wealth Management team since 2017 and provides comprehensive support to the Fredonia office, encompassing all facets of client financial planning. Her responsibilities center around the meticulous data acquisition and research to establish and maintain of client accounts. If you have a question she can probably help, but she also knows when to get the expert involved.
Emily has been in the financial industry for over 20 years, previously working in the banking and mortgage sectors. A graduate from the State University of New York at Fredonia, she holds a Bachelor of Science degree, majoring in mathematics with a computer science minor. Her professional credentials include Series 6 and 63 securities registrations, a New York State Insurance license (life, accident, and health), and a Notary Public certification.
Outside of her professional life, she and her husband, Mat, have been blessed with three boys who keep them very busy with 4-H, Civil Air Patrol, Scouts, and various sports.