Emily joined the team in fall of 2022 while finishing up her financial planning degree at UW-Whitewater. She assists in the client onboarding process for investments as well as updating financial information for our clients. Although she wears many hats at Third Coast, she is transitioning into becoming a full-time financial profesional. She is driven by the desire to educate others to be able to support their financial dreams. That, combined with her education in finance and economics, plus, a passion for continuous learning, makes her a tremendous asset to our team and our clients.