With more than 25 years in the financial services industry, Embree serves as Director of Operations, ensuring the firm runs seamlessly across all functions. She specializes in strategic planning and key initiatives that shape company culture and advance the firm’s long-term vision.

Embree’s deep expertise in operational excellence drives efficiency, fosters innovation, and promotes collaboration. Her commitment to process optimization creates a strong foundation for growth, empowering both clients and team members to thrive.