Emily joined Badgley Phelps in 2018 as an associate wealth manager. She is passionate about connecting her clients' needs with thoughtful solutions and an exceptional service experience.
“When clients understand the how, why and when of their financial lives it empowers them to make wise financial decisions. I love that educating our clients is an integral part of my role.”
Prior to joining the Badgley Phelps team, Emily was a client manager at local family office and a client service associate with Coldstream Wealth Management. Before relocating to the Seattle area, she honed her client service and relationship management skills at a couple of Midwest financial service firms.
Originally from Anita, IA, this small-town transplant is always ready for a “whale of a time.” When she’s not hiking on local trails, reading or visiting family back in the Midwest, she spends time with her husband at home in Issaquah.
EDUCATION
- Bachelor of Arts, Benedictine College, Atchison, KS
INVOLVEMENTS
- Volunteer, Eastside Baby Corner