Emily Stewart

Licensed Assistant

Emily joined our team in 2019 as a licensed assistant. Emily assists Kari with the administration and preparation of account reviews, financial planning and implementation of our Wealth Management Experience. Emily also provides a check and balance system of all of our financial transactions ensuring accuracy and an exceptional and seamless client experience. Emily possesses great passion for providing the highest standards of customer service and support, and assists in the general operations of our practice. Prior to joining the team Emily spent the last 15 years working in the banking industry as a Senior Financial Advisor.