Chief Compliance Officer/Financial Consultant
Brief info

Phone: 608.218.5609

Emma graduated from UW-Madison with a B.A. in Economics. She has spent over 15 years working in the financial services industry. Emma focuses primarily on compliance and 401(k) operations. Over the years, she has found a passion for helping clients navigate the path towards retirement. Emma also serves as the Chief Compliance Officer maintaining the ever changing regulatory requirements and updates for the RIA and their consultants. She resides in Oregon with her husband and daughter and enjoys spending time with her family, sporting activities, and travel

  • 19 years of experience in the financial services industry, specializing in 401(k) Plan Operations
  • Life and Health Insurance Licensed
  • Member of the Madison Benefits Council

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