Broker Check

Meet The Team 

Emma McCauley

Client Experience Specialist


Emma has been a part of our team since January 2020. Her role is to ensure we are withholding our promise of providing quality care and oversight to you and your family by maintaining effective communication between our team, financial institutions, and you.

Emma and her husband keep themselves busy chasing after their toddler daughter and two Golden Retrievers. In her spare time Emma likes to keep her creative mind busy with different crafts, house renovations, and tending to her garden.

She can help you:

  • Schedule a meeting with Heather
  • Register for an upcoming event
  • Find resources and answer general questions about your accounts

Lauren Gault

Client Service Associate


Lauren joined our team in January 2022 as a Client Service Associate. She handles all the service-related requests for you and your family’s accounts, and plays an integral role in preparing, organizing, and tracking all new account paperwork.

Lauren enjoys spending time and sharing new experiences with her family in the great outdoors. She loves to bake and can almost always be found in the kitchen trying out a new recipe.

She Can Help You:

  • Beneficiary / Trusted Contact Updates
  • Address Changes
  • Account statements and tax documents
  • Contribution / Distribution Requests