Emily Houseman

Emily is the cornerstone of many behind-the-scenes activities crucial to the seamless operations and compliance of the business. With meticulous care, she prepares documents for client appointments, guaranteeing a well-organized and efficient process for all involved. Maintaining her Series 7 license underscores her comprehensive understanding of financial intricacies, making her a valuable resource to the team.

Beyond the demands of her professional responsibilities, Emily embraces a fulfilling personal life. Her post-work hours are often dedicated to exploring new horizons through travel and relishing the beauty of the outdoors alongside her husband and three children. This balance between professional dedication and personal enjoyment characterizes Emily's commitment to created a harmonious and enriching experience for both her clients and herself.