Emily Barr

Emily is an essential part of our team, ensuring that all client inquiries are handled efficiently and with care. She plays a key role in maintaining smooth communication between clients and financial planners, and ensures that all administrative aspects of client management are taken care of with precision.

Emily’s Approach:“I’m here to make sure our clients’ experiences are seamless, from scheduling appointments to assisting with documents. I take great pride in offering excellent customer service and ensuring everything runs smoothly.”