Emily seeks to deliver a high-quality level of administrative and operational service to our clients. She is highly knowledgeable and helpful. Her ongoing priority is to build strong and trusting relationships with our clients to help ensure they enjoy their client experience.
Emily manages the business operations of our team, rebalances accounts and provides assistance to the financial advisor in reviewing accounts. She holds Series 7 and 66 securities licenses and life insurance licenses.
Her duties include daily account trading, overseeing staff and office workflow, reviewing daily cash flow and incoming funds and assisting clients with account-related questions.
Prior to transitioning to SW Anderson Financial, Emily was a registered branch associate at Edward Jones. She earned a bachelor’s degree in business management from Western Governors University.
Emily is a native of Utah, and currently resides in Clinton, Utah, with her husband, Dustin, and children, Xavier and Aubriel. In her free time, Emily enjoys reading, traveling, camping and paddle-boarding in the beautiful Utah mountains.
Emily is also dedicated to serving the community and volunteers with the Alzheimer’s Association.
