Wealth Advisor Intern
As our Wealth Advisor Intern, Emma is getting hands-on experience in financial planning as a career. Among her responsibilities, she shadows and assists the firm’s Wealth Advisors and Paraplanners with client meeting preparation and attends multiple client meetings each week alongside the Senior Wealth Advisors.
Emma expects to graduate in 2023 with a bachelor’s degree in personal financial planning from Kansas State University. Passionate about helping people, she wants to guide people into accomplishing their financial dreams.
The Carbondale resident lives on a farm, with her favorite animal being the family’s miniature horse. In her spare time, she enjoys football (KSU and Chiefs) and traveling (California’s beaches are her favorite destination).
Education and Designations
BS, Personal Financial Planning, Kansas State University (Projected December 2023 Graduation)
Memberships and Community Activities
Member, Financial Services Leadership Institute
Member, Financial Planning Association
Executive Officer, Alpha Delta Pi
Member, National Society of Leadership and Success
Ambassador, Staley School of Leadership Studies