What does Emilee Dillemuth do?
Emilee joins Tom and Dan in many of their client meetings. She makes sure your personal details are up-to-date, makes a record of key items from conversations during meetings, helps with service requests after meetings, and often leads the discussion about the markets. She also assists in daily client service phone calls – if she doesn’t know the answer, she will find it for you.
Did you know?
Emilee resides in Wadsworth with her husband and two children and her family can often be found at a baseball field, basketball court, or golf course.
- 4 years with PFA
- Passed Series 6 examination
- Otterbein College and the University of Akron
- Experience as Huntington Branch Manager and District Investment Advisor