As the Client Services & New Business Manager, Emily is generally one of the first people new clients meet from our team. She plays a big role in onboarding clients to our practice and assisting with all the necessary data gathering, submission and follow-up when opening new accounts. Emily takes pride in her work, always aiming to make the process as smooth as possible for both new and existing clients. Originally starting with the firm in 2008, Emily’s background is in business processing, helping many advisors with account preparation and submission. Desiring a role that would allow her to interface directly with clients, Emily joined Dan Gardner’s team in 2014 and has thoroughly enjoyed building lasting relationships with his clients. Outside of her role on our team, Emily’s biggest priority is her family.