Emma’s journey with Legacy Financial Strategies began with an internship in the summer of 2019. She established an immediate connection with the Legacy team. After earning her bachelor’s degree in personal financial planning from Kansas State University, Emma joined Legacy as a planning associate in the spring of 2020.

Emma plays a key role in enhancing the financial planning process. As a member of Legacy’s financial planning team, she ensures the efficient collection, tracking, and management of clients’ personal financial data.

Beyond her planning responsibilities, Emma plays a pivotal role in marketing and event coordination. Her passion for crafting memorable events and coordinating various aspects of our operations has become a cornerstone of our client engagement strategy. Her touch ensures that every occasion reflects the commitment to excellence that defines Legacy Financial Strategies.

Emma also helped to shape a more flexible approach to virtual work at Legacy Financial Strategies. She cleverly divides her time between Kansas City and Dallas, Texas, all while nurturing her long-term relationship with her significant other, Hogan, and their lovable dog, Bluebell.