Emily Moline is passionate about understanding what each client needs and creating personalized financial plans to help them succeed in meeting their financial goals and aspirations. She has a background in wealth management services, with a focus on trust and estate administration, as well as prior experience in legal services to include estate planning.

Emily holds a Bachelor of Science degree in Business, Management, & Economics. She received formal paralegal training from The Air Force Judge Advocate General’s School while serving in the New York Air National Guard. She has completed the American Bankers Association Foundational Certificate in Trust and is actively working towards earning the Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services.

Growing up in upstate New York, Emily developed a deep love for the outdoors. She spends her free time hiking, fishing, and traveling.