Emily has worked with Financial Advisors Network, a Boston Harbor Wealth Advisors satellite office, since 2003 as the office manager and executive assistant to the CEO. In her position, she provides extensive administrative support to our team and clients to ensure business operations remain effective and efficient. She is the first point of contact when clients interact with our team and she sets the positive tone for our client’s experience from the start. She is also licensed in Massachusetts for health insurance, life insurance, long-term care insurance and annuities.
Emily’s commitment to her position is apparent when you see the lifelong relationships she has developed with clients, many of which have become more like family. She is known for her honest and friendly approach and puts the needs of our clients first, which she demonstrates through her dedication and responsiveness.
In a fast-paced and ever-changing industry, her love of multitasking is clear by her ability to balance the many responsibilities in her role. From managing the finances of the business to arranging client meetings, creating client reviews and reports as well as organizing seminars and workshops, Emily truly understands the industry and is a tremendous resource. She has developed this expertise through years of valuable experience working closely with CEOs in a corporate environment both in the medical and financial fields.
Emily graduated from Plymouth State College with a Bachelor of Science in management.
My life inside and outside of work is constant, and I wouldn’t have it any other way. My teenaged son, Preston, and I keep active schedules. From skiing in the winter to golfing in the summer, we love spending time outdoors together. Preston is involved in all kinds of sports, so he’s always on the go. When we’re not active outside, I keep busy around the house. If there’s something to fix or renovate, I gravitate to it. I’m always up for a challenge!
I also enjoy Broadway shows and try to make a trip to New York City at least once a year. While I love seeing new shows, my favorites are Phantom of the Opera and Hamilton - I could see them over and over again. I also consider the act of giving back an important part of who I am. Each year, my friends and I run the Linda Peters Memorial Golf Tournament to raise money for a high school scholarship fund in remembrance of our late friend.
Our active lifestyle keeps us always on the move, but family remains my highest priority. I am fortunate that I not only have a close-knit family, but I also have a career that I truly enjoy and I’m proud to contribute to each day.