Emma grew up in St. Paul, MN and attended the University of Wisconsin-Stout where she received a Bachelor of Science in Business Administration with a double minor in Economics and Finance & Investing. Following graduation, she started her career in financial services in the field as a Research Assistant. Now a part of the GT Financial team, Emma applies her skills to servicing our clients with their transactional and account maintenance needs. Emma chose the financial industry because she enjoys helping people and making a positive impact on their lives. Since finances can be a vulnerable topic for many, she finds it rewarding to help our clients throughout the process.
In her free time, she enjoys spending time outdoors, golfing, hunting, and relaxing with her husband, Josh, and their dog Sadie.
Emma is an Investment Advisor Representative and will therefore follow fiduciary guidelines. This means she is legally obliged to act in your best interest. Emma holds the Series 7 and 66 securities registrations and has also obtained her BFA™ designation. Emma completed the College for Financial Planning CFP® Professional Education Program in 2026 and is a CERTIFIED FINANCIAL PLANNER™ certificant.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.