The team welcomed Emily to our roster in 2026. She brings a strong background in financial compliance, but she was looking for an opportunity to connect on a more personal level where financial decisions impact people’s lives. She discovered a passion for helping clients navigate their financial circumstances with confidence. She joins Katie and Sarah in supporting all aspects of customer service, from money movement and account maintenance, to opening new accounts. Her attention to detail, industry experience, and commitment to providing exceptional service, make her a valuable member of the team.
Emily could speak “yinzer” as a Pittsburgh native. She loves the home teams and is happy to cheer on the Steelers, Pirates and Penguins throughout the year. She also enjoys traveling to new places, especially for concerts, but her guilty pleasure is keeping up with the latest reality TV pop-culture.