Emma has been a valued member of our team since June 2020, following her internship with us. As a Financial Paraplanner Qualified Professional (FPQP®) since May 2022, she plays a key role in supporting clients throughout the financial planning process, ensuring a seamless experience.
Originally from Winston-Salem, NC, Emma graduated from North Carolina State University in May 2020 with a degree in Business Management, specializing in Finance. Her strong foundation in financial principles allows her to guide clients with expertise and care.
Beyond her professional life, Emma enjoys spending time outdoors with her dog Lola, partner Matias, and son Ozzy. She frequently visits Topsail Beach on the NC coast to relax. As a passionate reader, she is always eager to discover new stories and insights.
