Emily M. Jacobsen, CFP®
Emily is part of EnRich’s Client Service team, contributing to the daily processing of client requests, appointment preparation, and meeting follow up. She is passionate about her role in helping our clients to realize their dreams.
Emily majored in Personal Finance and obtained a Certificate in Business from the University of Wisconsin-Madison where she was also an active member of the Financial Occupations Club for University Students. In March 2018, she passed the Certified Financial Planner™ exam, and recently reached the experience requirement to become a CFP® professional and is working toward becoming a full-time financial planner/wealth advisor.
Prior to joining EnRich, Emily worked as a Financial Advisory Intern for another local financial planning firm, providing client service support and attending client meetings.
In her spare time, Emily enjoys traveling, attending concerts, and spending time with her husband, Barrett, and stepson, Gavin.