About
Emily is a dedicated Client Service Manager with a passion for helping individuals and families navigate their financial journeys. With ten years of experience in the financial services industry, Emily excels at building strong relationships and providing personalized support to ensure clients feel confident and well-informed. She is committed to delivering exceptional service and is always ready to assist with account inquiries, service requests, and connecting clients with the right resources to achieve their financial goals.
Emily currently resides in Cuyahoga Falls with her husband, Jordan. In her free time, she enjoys attending concerts, adventures with her husband and spending time with her many nieces and nephews.
Professional Designations
Notary Public
Education
University of Akron
T.J. Gliha
President & CEO
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Matt Burnham
Senior Vice President, Wealth Management
Michael Baker
Vice President, Wealth Management
Kevin McPeek
Vice President, Family Wealth
Dan Romic
Director, Wealth Management
Doug Ambrose
Director, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Vice President, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Director, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Manager, Wealth Management
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Senior Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Mitchell Knotek
Associate, Wealth Management
David O'Donnell
Associate, Operations