Emily Baird
Emily Baird Client Relationship Consultant

As a Client Relationship Consultant, Emily's ultimate satisfaction comes from seeing clients succeed and thrive. She’s driven by the opportunity to make a positive impact on their financial well-being and ensuring that their lives are made easier through her dedicated service.

Emily's mission is clear — to make finance fun, accessible, and stress-free. Drawing from her background in event coordination and hospitality, Emily knows the secret to building strong relationships and creating unforgettable moments.

Emily's journey in the world of finance began right after college, where she immediately started working in the wealth management industry. Armed with a degree in Social Science with a focus in Community Development and Leadership from Oregon State University-Cascades, she entered the field eager to make a positive impact on clients' lives. From administrative support to system implementation, and client engagement, Emily’s dynamic experience has given her a well-rounded understanding of the ins and outs of financial planning.

Whether it's finding innovative ways to streamline processes or providing personalized service, she strives to make clients' lives easier. Emily's strong interpersonal and communication skills enable her to build lasting client relationships. She understands the importance of active listening — allowing her to truly understand client goals, concerns, and aspirations.

“I believe that taking the time to slow down, listen with empathy, and connect can help find solutions that make a real impact in client’s lives.”

Her passion for connection extends beyond the office. When she's not working, you'll find Emily spending quality time with her favorite people: her twin one-year-old daughters and her husband, Tyson. Outside her professional role, Emily enjoys time in the kitchen, outdoor adventures, and planning dinner parties for the people she loves.