“I appreciate that our fiduciary status at Truepoint means we always make recommendations with the client’s best interest in mind. I’ve also quickly grown to love the firm’s focus on culture, collaboration and cultivating continuous opportunities for our team to learn and grow.”
Emma’s Story
As a Wealth Planning Associate, Emma supports the advisory team in delivering comprehensive, values-based financial plans. She coordinates client meetings, analyzes financial data, and helps prepare both internal and external deliverables that support each client’s unique goals. Emma collaborates closely with advisors and specialists to ensure every plan is thorough, personalized, and clearly communicated.
Emma loves to stay active and explore new experiences. You can often find her traveling, reading, working out, enjoying live music, or cheering at FC Cincinnati matches.
Specialties: holistic financial planning