Emily Vandermeulen has recently moved into the Wealth Advisor role, where she will continue to provide reliable and practice focused support. Her role centers on supporting the daily operations of the practice by managing calendars, coordinating appointments, and ensuring schedules and communications run smoothly. In addition to her administrative responsibilities, Emily also supports insurance administration within the practice by assisting with documentation and tracking requirements, coordinating follow ups, and liaising with insurance carriers as needed.

Working primarily behind the scenes, Emily is often the first point of contact. She is known for her ability to troubleshoot issues as they arise, anticipate next steps, and keep day to day operations organized and on track. Her attention to detail and steady, solutions oriented approach help create consistency and efficiency within the practice, allowing the Senior Wealth Advisors to remain focused on our clients.

Emily brings a friendly, professional presence to the team and she takes pride in supporting both the practice and the people within it, contributing to a positive and responsive office environment.

Outside of work, Emily enjoys spending time with her husband and two daughters. She loves camping, running, and unwinding with a good book.

Request an appointment