Emily Forst (CFP®)
Planning SpecialtiesAs a Client Associate, Emily enhances the client experience by providing exceptional client service and providing administrative and operational support to the Wealth Advisors. She is responsible for helping to onboard new clients and maintaining existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date. Emily loves getting to know clients and the unique situations they bring. She is a firm believer that expert advice for those looking to retire can cut through confusing information for families who are busy with their own lives. Prior to The Mather Group, Emily worked as an Advisory Assistant at Resource Advisory Services.
Additional InformationEmily graduated from Maryville College with a Bachelor of Arts in Biology. She also holds a Master of Science degree in Personal Financial Planning from Kansas State University.
NAPFA Start Date
September 01, 2017