With over 25 years of experience in the Financial Services industry, Embree serves as the Director of Operations, ensuring the seamless functioning of the firm across all departments. Specializing in strategic planning and firm initiatives, she plays a key role in shaping the overall company culture and driving the firm’s long-term vision.

Embree brings extensive knowledge and expertise to the firm, driving operational excellence and fostering a culture of continuous growth and innovation. Her strong focus on process optimization ensures the firm operates at peak efficiency, while also promoting an environment that encourages growth, creativity, and strong team collaboration.