Get to know my dedicated team
My team and I are based out of Cincinnati, OH and currently serve over 400+ individuals and families across the country and are actively growing to continue to make an impact in the community.
Emily Rose
Associate Wealth Management Advisor
Emily grew up in the Cincinnati area and attended Miami University, where she graduated with a Bachelor of Science degree in Finance with minors in Sociology and Economics. While in school at Miami, Emily started at Northwestern Mutual in the Financial Planning Internship program. After completing the internship, Emily joined Brett’s Financial Planning team in August of 2021. As Associate Wealth Management Advisor, Emily facilitates client servicing, planning support, and administrative operations. Emily is FINRA Series 6, 7, and 63 licensed. When she’s not at the office, Emily can be found reading at a local coffee shop, hiking with friends, or playing with her two tuxedo cats
