Emily Childers

All our client families love working with Emily! We receive constant feedback that she's a sweetheart and helps them understand compliance requirements more clearly. She has a warm, kind personality coupled with intense organizational skills. She began as our Customer Service Specialist and has moved into a Processor role. Emily works alongside you and your financial specialist to implement your personalized strategy and streamline the investment process. She coordinates with your employer plan for rollovers and helps you navigate new account applications. Emily also serves as the primary contact for account funding and completes trading requests. She informs you at every step of the process to ensure all paperwork requirements are easily fulfilled and FINRA compliant. Consider her your personal account concierge.  A chat with Emily will have you smiling as you hear adorable stories about her kittens, KitKat and Sadie Sue.