Emily has been a member of the Feltz Wealth PLAN team since 2010. She maintains life/health/annuities license and Series 6* Registration and brings 15 years Retirement Plan industry experience to our firm.
As Director of Client Services for Retirement Plans/Foundations and Auto Educate ManagerTM, Emily takes an active role as liaison between the client, Investment Company and recordkeepers for Qualified Plans. Her responsibilities include managing the Auto EducateTM processes, financial wellness education, plan conversions, and Fiduciary Plan reviews.
Emily is committed to a high level of service and attention to detail. Excellent communication skills make her a valuable resource for employers in servicing their retirement programs and building strong relationships within the community. Omaha native, Emily, attended Duchesne Academy and graduated in 2001 from the University of Kansas with a Bachelor of Science in Journalism. Passionate about volunteerism in the Omaha community, Emily serves on several boards and works closely with Christ Child Society of Omaha and is the current “Foodies” Board Treasurer for Food Bank for the Heartland.
On a personal note, Emily and her husband Jim keep busy with their four young children, Anna, Nora, Margaret and Edward. As a family, they enjoy spending time in Grand Lake, Colorado and following Creighton and KU basketball.
*Securities registrations held with Securities America.