Broker Check
Emma McCauley

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