Emilee McArdle

Client Relationship Manager

Emilee is a Client Relationship Manager who supports clients and advisors by helping manage account needs and day-to-day service requests. She is focused on delivering a positive and efficient client experience while assisting with the coordination of financial planning and investment activities.
She began her career with a focus on client service and relationship management, supporting advisors and helping ensure a seamless experience for clients.
Emilee attended Loyola Marymount University.
Outside of work, she lives in Chicago and enjoys staying active, often cycling along the North Branch Trail, attending concerts, and volunteering for causes she is passionate about.