Who We Are

Our goal is not just to get you to retirement, but to get you through retirement comfortably and enjoyably!

Heather Jordan CFP® MBA
Managing Director
Heather, is CERTIFIED FINANCIAL PLANNER™ professional and is fueled by helping people define a clear path to reach and achieve their financial goals. Whether you're a retiree wondering how to make your money last, nearing retirement and wanting to know if you're ready, or if you need help setting the course for your retirement, Heather serves as your financial guide.

"A lot of people, when they hear ‘financial plan,’ think they don't need one because they don't have a complicated financial situation,” she says. “The reality is that everyone should have a plan and it doesn't have to be complex. It can be something that we work on over time.”
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Brett Sebion
Financial Coach
Brett helps you develop a winning game plan for investing and saving for your financial goals. As a financial educator, he helps you align your investments with your goals. He helps answer important financial questions on fluctuating markets, life changes, and risk-assessment. Brett holds group sessions for companies that understand the importance in providing employees with the financial knowledge, but enjoys meeting one-on-one to review your specific financial strategies and goals.

“I enjoy helping people achieve financial wellness through education and goal setting,” Brett says. “I facilitate actions that can be taken today to help build financial security for the future."
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We Are Emerj360

We built Emerj360 to help you make important financial decisions– like how to maximize your 401(k) or deciding the right time to retire.

Our team brings knowledge and insights on a variety of money matters to help you retire with confidence. We also have on-demand and online resources and tools to help manage your money and provide a full view of your retirement.

Knowledge Is Power

Looking to plan and invest for your future? We’re glad you found us – that’s exactly what we do!

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Who We Help

Emerj360 helps investors who have greater than $50,000 in investable assets in a wide range of scenarios, from retirees with questions about making their money last to people nearing retirement or those who need help setting the course for retirement saving. Emerj360 can also help you manage rollover options, save for something special, or just help prepare for the unexpected.

Retired -
now what?

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Retirement is in sight!

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How We Help

Our goal is not just to get you to retirement, but to get you through retirement comfortably and enjoyably!

Digital Investing

Modern online portal with easy access to your investments

Financial Planning

Empowering you to create, plan and achieve your goals

Real People

Access to a team of professionals with financial know-how

Why We Are Different

You get a fiduciary.

As fiduciaries, we always offer unbiased advice in the best interest of our clients, unlike money managers, broker-dealers or bankers. Fiduciary duty is at the core of everything we do.

You are working on a solid foundation.

Since 1913, Trust Point has helped a lot of people with a variety of financial needs – from administering trusts to important investment decisions impacting their wealth. The Emerj360 team is built on Trust Point’s foundation and encompasses the same strong core values, like integrity and an unwavering dedication to the clients and communities we serve.

The Emerj360 team can draw on the experience, expertise and knowledge gained over the past century to help you gain more confidence in your financial decisions.

You have someone here for you.

You have worked hard all your life to build your nest egg and get to this pivotal point in your life. We make it easy to get a hold of us and make a point to provide highly responsive service. You won’t be waiting days to hear back from us.

You gain power through knowledge.

Education helps our clients grasp their options more thoroughly and eases their decision making. We work as a financial coach helping you to financially plan for your future.

Emerj360 Learning Lab

Visit our resource library for tools to help you make informed financial decisions.

What are you waiting for?

We'll help you build financial security and a plan for retirement so you can enjoy life!
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