Emily Slater

Emily has been with us since May of 2023 as our Office Manager. Prior to joining the team, she worked in the financial service industry for 6 years and an additional 7 years in retail management. Acting as liaison between advisors and clients, Emily spends her time coordinating schedules, and processing paperwork. She is committed to understanding the needs of clients and strives to provide them with a personalized customer service experience.

Emily graduated from Mount Mercy University with a Bachelor's Degree in Business Administration. She double majored in Management and Marketing, and brings an innovative approach to our day-to-day business procedures.

Outside of the office, you will find her spending time with her husband Matt, and two young daughters. She enjoys going to concerts, farmer's markets, and the occasional trivia night.