Emily serves as the welcoming first point of contact for clients as Wealth Dimensions’ Receptionist. In her role, she enjoys building face-to-face relationships with clients while contributing to the collaborative, family-oriented culture of the office.
Her role includes managing client communications, maintaining organized filing systems, running essential reports, and providing vital support to the service team. Emily’s dedication to helping others succeed and her warm personality make her a valuable part of creating an inviting atmosphere for clients and colleagues alike.
Away from the office, Emily enjoys exploring parks and pet-friendly venues with her dog, Julep.