The Emerj360 team values personalized service and building strong connections with clients. Our commission-free professionals bring knowledge and insights on a variety of financial matters to help you reach financial goals with confidence. We make it easy to connect with us, ensuring you can speak to a local expert whenever you have financial questions.
As the Managing Director for Emerj360, Heather is responsible for the management of the division, new business development and the expansion of Emerj360’s many services, as well as strategic planning. Heather is a CERTIFIED FINANCIAL PLANNER® Professional, which guides her in helping investors who are nearing retirement, to younger investors setting the course for retirement savings. She also provides insights on 401(k) rollovers, when to take Social Security, and how to save for college expenses. Heather and her team often present financial education seminars for clients and community organizations.
As a Financial Coach for Emerj360, Brett provides employee education for the 401(k) Plans Trust Point administers, and investment reviews for those 401(k) Plans as well. He’s involved in the development of Trust Point’s Emerj360 division and providing investment reviews to Emerj360 clients.
Paige supports client onboarding and ongoing service by assisting with account setup, maintenance, and client inquiries. Paige also contributes to business development by attending educational presentations, meeting with 401(k) plan participants, and supporting sales efforts. Additionally, she participates in special projects and ensures compliance with industry regulations and internal policies.
Putting your needs first and ensuring we are always working in your best interest is our priority. Exceptional service and transparency are at the core of everything we do. We follow the fiduciary standard as our guide and apply it to all of our services. As a division of Trust Point, we follow the same principles that have guided it’s success for over a century.
Looking for a new career? As a division of Trust Point, all career opportunities can be found on the Trust Point careers page. View the current job opportunities that are available and learn more about our culture today!
Financial education is the foundation of our approach at Emerj360. We provide personalized, one-on-one guidance, a comprehensive library of online resources, live and on-demand webinars, a monthly newsletter, and employer-hosted education sessions. With these tools and local professionals just a phone call away, you’ll have the support you need to stay on track and achieve your financial goals.
It’s never too early or too late to take control of your financial future. Connect with Emerj360’s certified financial professionals who are ready to understand your goals and develop a personalized financial plan, tailored to your unique needs.