Emily began her career in financial services at AXA Advisors’ Retirement Benefits Group in Wellesley, MA where she worked primarily with school teachers and staff. After which she moved to West Hartford and joined Retirement Visions where she focused on 401(k) retirement plans and investment analysis. Emily graduated from Bentley University with a B.S. in Corporate Finance and Accounting. She recently obtained her Certified Financial Planner designation.
In her role at Ridgeline, she assists our team with client relationship management, data gathering and day-to-day firm operations.
Emily lives in West Hartford, CT and in her free time likes to go for a run, listen to podcasts or enjoy a good book.