Emily Sims
Client Service Associate
Nothing is impossible. The word itself says 'I'm possible!
Emily is a Client Service Associate who works closely with the Wealth Management Team to support clients with account openings, money movement, paperwork, and ongoing service needs.
Emily brings more than 15 years of experience in the financial services industry, supporting advisors and clients through the many details that come with managing their financial lives. She enjoys creating organized, consistent processes, and making sure each step is completed accurately and efficiently.
Emily values building strong relationships with clients and being someone; they can rely on to help make the process easier and keep things moving forward.
Outside of work, Emily enjoys spending time with her family, cheering on her kids at their activities, and working on projects around the house.
WHAT DOES IT MEAN TO FLOURISH?
To me, flourishing means being present for the people and moments that matter most. It's knowing you've taken care of what needs to be done, while still making time for family, creating memories, and enjoying what's ahead.
FAVORITE BOOK
The Four Agreements
Don Miguel Ruiz
FAVORITE ACTIVITIES
Being active and outdoors, trying new foods and experiences, spending time with family, and enjoying anything that gets us out and doing something together.
