I believe earning my clients' trust is critical to establishing a strong partnership.
As VP, Wealth RPS Advisor, Emily implements retirement plan solutions for businesses. She works closely with plan sponsors on an ongoing basis in plan design, ERISA regulatory and compliance, plan administration and employee communication. She is responsible for new client conversions, management of retirement plans, conducting participant enrollment meetings and continuing employee education programs. Emily also leads the creation and maintenance of plan documents.
- Graduate of the University of Wisconsin – Whitewater with a Bachelor of Business Administration in Finance
- Holds a Retirement Plans Associate certification and is a Certified Employee Benefit Specialist (CEBS®)
- More than 13 years of experience in the financial services industry
- Joined Johnson Bank in 2007
Ask Me About
- Retirement Plans
- Madison Benefits Council