Emilee has been a Client Service Specialist since November 2016. She completes all service requests Tom Presper and Dan Garner require after client meetings and investment reviews including distributions, contributions, new accounts, account transfers as well as trading.
Since attending Otterbein College in Westerville OH and the University of Akron, she has over nine years in the financial service industry, including Branch Manager (Banking), and District Investment Advisor roles. Emilee holds an Ohio Life insurance license and series 6 securities registration.
Emilee, her husband and two young sons reside in Wadsworth Ohio. Being a mother of boys you can usually find her family at a ballpark or basketball court. As the youngest of three, she has one of those families that makes an excuse to get together at least once a month.
She is an active member of First Lutheran Church of Barberton and a volunteer at Wadsworth City Schools and PTO committee.
She enjoys reading, musical theater, going to the beach with family, and Thursday dinners at her grandparents.
Words From Emilee
Thoughts on PFA
My favorite part of working at Presper Financial Architects is the people. Coming from a larger company it’s nice to see the open atmosphere and personal touch at PFA. Tom is a unique and refreshing financial advisor, he’s a genuine person who cares deeply about his clients and employees. He values relationship building and respects every point of view. I hope to continue to learn not only the business but the sense of compassion he has. The entire staff is welcoming and knowledgeable. Being one of the newest members to the team it's normal to walk into a new workplace with reserve hesitation, but the office has a warm inviting atmosphere that makes you want to be a part of the team. This is truly a workplace that cares about its clients and each other.
My children are the 5th generation to attend First Lutheran Church of Barberton.
My name is spelled “Emilee” because I was thought to be a boy until I was born, and with quick decision making, my mother liked the name “Emily” but changed the spelling to “Emilee” which includes my Fathers middle name “Lee” which is now also my sons middle name.