Tuesday, August 25, 2026 | Noon CST
Can’t attend live? Register to receive the replay.
Register Now
Elyssa supports the Emerj360 team by serving as a primary point of contact for clients while providing comprehensive operational and technical support to staff. She assists with client account inquiries, account setup and maintenance, while also supporting the Financial Planning team through meeting coordination, plan tracking, and accurate data entry. In addition, Elyssa helps maintain internal systems, prepares reports, and identifies opportunities for process improvement to enhance efficiency across the team.
She is motivated by helping clients work toward their financial goals and by building strong, trust-based relationships.