Emily Moore

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Client Service Administrator

Client Service Administrator

 

Emily Moore is a Client Service Administrator at The Center. She joined The Center in 2016 after previously working in the banking industry. Emily majored in Finance at Northwood University and graduated with a Bachelor’s of Business Administration Degree in May of 2014. Emily works most closely with Financial Planner, Sandy Adams, CFP®, and Client Service Associate, Josh Bitel, within the firm’s financial planning department. Emily is also a Notary Public and is willing to notarize anything you need! Emily recently got married in May of 2017, so you may formerly know her as Emily Lucido.

One of Emily’s passions outside of work is arts and crafts. This has pushed her to form the Creativity Committee here at The Center. She has very much enjoyed crafting with her co-workers to create cards for hospitalized kids, make coasters for the office, and celebrate birthdays here at The Center! She has also taken on the responsibility of keeping track of the budget for the Creativity Committee and Health & Wellness Committee, another group she is passionate about and involved in.

Education:

  • Bachelors of Business Administration Degree with a major in Finance, Northwood University

Areas of Focus and Interest:

  • Organizing finances after the death of a loved one

  • Debt consolidation and paying off student loan debt

  • Budgeting and saving