Wealth Management Associate
Emila began with Balanced Asset Management in 2016 as a client and officially joined the team as a Wealth Management Associate in 2021. Her financial career was spent primarily in the banking and lending industry where she gained extensive experience in the areas of finance and accounting. Her broad background gives her a unique insight into the wealth management needs of our clients. She holds her Series 7 and 66 securities licenses and also serves as a notary public. Emila is responsible for initiating and monitoring investment transactions, processing disbursements from client accounts, assisting in client meetings, helping clients with administrative questions and concerns, and preparing the necessary reports for client planning meetings. She helps coordinate each client’s overall experience by working closely with the rest of the financial team.
She’s been married to her high school sweetheart Daniel for 26 years and they have two wonderful children, Kasey and Bret; as well as their quirky boxer named Archer. In her free time, Emila enjoys spending time with her family, baking, hiking in the Blue Ridge Mountains, and traveling.