Hi, I’m Emily Helman, your Client Service Specialist here at Nurtured Wealth. I love my job because I get to work with incredible clients just like you. I also get to work closely with Jessica McCurdy (the Founder of Nurtured Wealth) who is not only a great boss but also my best friend and older sister.
As Client Service Specialist, I keep all the wheels turning at Nurtured Wealth. I schedule meetings, analyze reports, get insurance quotes, and keep information and records up-to-date.
Talking about your financial situation can sometimes feel difficult. I make the whole process as smooth and easy as possible, and I’ll share some jokes and laughter with you along the way.
Before joining the Nurtured Wealth team, I spent more than a decade working in fundraising, and bring a knack for organization, a love of numbers and most importantly a love of people to my role.
One of my favorite things about working at Nurtured Wealth is getting to know the clients I work with every day and helping them have a great experience planning their financial future.
I value being a part of the Nurtured Wealth team and supporting my sister and brother-in-law, who are both lots of fun to work with.
When I’m not helping Jess and our amazing clients achieve their goals, I enjoy being in the great outdoors with my family. Together with my husband Jason, and two children Kayla and Logan, we keep busy hiking, fishing, swimming, gardening and playing sports.