Emily joined Granite Financial in the winter of 2021 as a Planner Support Specialist. Her role as part of Granite Financial includes helping our Advisor and the rest of the team serve our clients in creating and implementing financial plans. Emily has a detailed background in customer service in retail and the financial services industry.
Emily graduated from Saint Cloud State University with a Bachelor of Science degree in Business Management. She worked as a retail manager for several years and then switch gears to focus on finance. She made the jump to financial services by chance, but has found a passion for supporting client and advisor alike. As a customer service specialist for a life insurance company for four years she was exposed to the insurance world. Most recently, she comes to Granite Financial after eight years as client service coordinator for another local financial advisor. “I thoroughly enjoy working with clients & their advisor to help them plan and implement short-term and long-term financial goals. It is always exciting to see the stages and long-term process: new homeowner, children, grandchildren, and retirement! I’m engaged to learn as much as I can about our clients to help serve them.”
In her spare time, you might find Emily putting together a jigsaw puzzle, baking, or finding a new craft to attempt. She also enjoys her time up north at the cabin. She loves spoiling all the littles in her life. In the winter months, she has been known to take a salty trip to the Atlantic Ocean in Florida or to Arizona to take the 4-wheeler out in the Superstition Mountains.