Meet Emily
Emily is passionate about providing exceptional service and helping create a seamless experience for clients. As a Client Service Associate, she ensures clients feel welcomed, informed, and cared for throughout their financial journey.
Before joining BMY Wealth Management Group, Emily worked as a Financial Advisor Assistant and later with Allianz Life Insurance Company of North America, where she partnered with financial professionals and their teams. Her experience supporting advisors, assistants, and clients helped her develop a strong understanding of relationship management, communication, and operational excellence within the financial services industry.
Emily is a graduate of Bemidji State University, where she earned degrees in Business Administration and Sport Management, as well as her MBA. Emily was also honored as Big Sister of the Year through Big Brothers Big Sisters, reflecting her commitment to mentorship and community involvement. Outside of work, Emily enjoys exploring Texas, reading, yoga, and spending time with her husband and their dog.