ABOUT

Emily Wanschers

Client Services Manager

Emily Wanschers is a Client Service Associate with Claro, where she is primarily responsible for supporting Financial Advisors and the firm's clients. Prior to joining the firm in January 2019, Emily spent eight years with Kenneth Freed & Company, a Boston based accounting firm, providing high level administrative support for CPAs and their clients, and was also in charge of tax return processing.

Emily graduated from Johnson & Wales University in 2009 with an Associate's Degree in Equine Business Management, and enjoys traveling, hiking, and spending time with friends. She currently resides in Halifax, MA with her partner, Tom, and their 3 cats.

Your Wealth Optimized

Our mission:
To deliever a simpler, wealthier life.

We believe that true wealth comes from clarity, not complexity. By combining goals-based planning with proprietary technology that empowers our advisors, we deliver deeper insights and strategies tailored to your exact needs. We simplify your finances to help you live a wealthier life.

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What does your simpler, wealthier life look like?