Emily joined the Freedom Street Partners team in 2020 and serves as a Client Services Manager. Her position is critical to our organization because she bridges the needs of our clients to the solutions that our team provides, and ensures that our client’s time with their financial advisor is meaningful and productive. This includes extensive preparation before client meetings, the creation of structured meeting agendas, and she maintains communication with our clients so that information is shared promptly.
The passion that Emily has for her career stems from the relationships she has established with clients throughout their lives. She has the best interest of others at heart and is driven by a service-oriented mentality. Emily’s expertise in the areas of customer service and operations allows us to steadily provide valuable and meaningful experiences for our clients as the operations that occur behind the scenes are crucial to the success of our clients and advisors.
Emily gained extensive industry experience in her previous roles, which includes more than 20 years in the customer service industry. Before joining our team, she was a Senior Branch Office Administrator from 2012-2020 with Edward Jones Investments. Her experience also extends to her other roles as a Human Resource Generalist with Ariake USA and a Customer Service Representative with RR Donnelley & Sons. Emily earned her Bachelor of Science in Business & Marketing from George Mason University.
Relationships are very important to me. Whether they are professional or personal, I truly value my time with others, especially my family and friends. I consider myself to have a strong value system, and I believe that a job worth doing is worth doing right.
I am originally from Brandywine, West Virginia, and my family's main source of income growing up came from raising poultry. My husband, Clint, and I have built a great life together in Bridgewater, Virginia. Clint is the girls’ varsity fastpitch softball coach at Turner Ashby High School. There’s nothing that I enjoy more than watching him in his element as he strengthens the skillset of his players and prepares them for competition.
Clint and I love to be adventurous, and we make an effort to travel to new destinations each year. We are just as happy in the mountains as the beach! I also enjoy cooking and riding my motorcycle. I’ve had the pleasure of serving on the Spring Creek Church of the Nazarene Board for the last three years.