Emily joined SAI Financial in 2017 as a Registered Assistant and Paraplanner. She holds her FINRA Series 7 license and has earned the Financial Paraplanner Qualified Professional designation from the College of Financial Planning. Emily graduated Summa Cum Laude from North Central College with a Bachelor’s degree in Marketing, with an emphasis on Organizational Communication. She has also worked in business management and the client service industry for five years.
Today at SAI Financial Services, Inc., Emily assists in the development and implementation of Financial Plans. She is especially passionate about developing and maintaining close connections with clients through education and exceptional client service.