Emily is the Insurance Operations Manager at Invst, where she manages financial advisors’ life, disability, and long term care insurance new business and servicing. With six years of experience at Invst, she has developed a comprehensive understanding of the financial industry. Emily holds her Life, Health, and Long-Term Care insurance license, and is a Financial Paraplanner Qualified Professional (FPQP®), equipping her with valuable expertise in financial planning and client support.
Before her career in finance, Emily graduated from IUPUI with a degree in education and transitioned from coaching competitive gymnastics to the financial world. Her diverse background provides a unique perspective on team collaboration and operational efficiency.
Outside of work, Emily enjoys spending time with her husband, Eric, and their two young daughters, Emery (3) and Pepper (1). Her ability to balance the demands of family life with her professional responsibilities showcases her strong multitasking and leadership skills.
