Emily Beilman, CFP®

Experience

• 

  Pathways Inc. - Kentucky

  May 2015 - Jun 2019

  Intern

  I have worked seasonally for Pathways, Inc as a member of their Human Resource department. While there some of my duties include the following:-Gather data to create matrix for workforce compensation -Participate in salary structure pay-group -Help interpret and initial enrollment of retirement benefits-Maintain Personnel, Payroll, Medical, tax forms, and retirement records for over 600 employees -Compile Human Resources metrics- Assist in preparation of responses for federal contract compliance audit Show less

• 

  Center for Financial Success

  Aug 2017 - May 2019

  Financial Counselor

  My current Part-Time position at the Center for Financial Success at WKU as a Financial Counselor is an unbelievable opportunity. While working here some of my duties include:-Counsel students on student loans, expenditures, scholarship applications, and budgeting -Utilize a variety of software including Redtail CRM and YNAB -Research specific to individual clients needs -Work in a team environment with likeminded individuals on a self-motivated level

• 

  Plancorp, LLC

  May 2018 - Aug 2018

  Planning Associate Intern

  Plancorp continues to teach me the importance of client-relationships and the process that ensures their satisfaction. As an intern at Plancorp I receive high quality training within four broad fields: institutional asset management, exit strategy planning, retirement planning, and financial planning. On a daily basis I do the following:- Work with software such as eMoney, Tamarac (AdvisorView), SalesForce, custodian sites, etc.- Update FIA and eMoney assumptions- Update Estate Plan documents to reflect changes made- Write reports on a variety of different topics (ex: Dollar-Cost Averaging)- Run reports such as performance reviews, holding reports, etc.- Create alternative scenarios in eMoney- Draft client communication such as follow-up emails or requests for information- Review client information to help ensure the best recommendation is made Show less

• 

  Plancorp, LLC

  Jul 2019 - Jul 2024

  I get the privilege to work directly with clients to ensure they are using their resources in the best way to achieve their goals and aspirations. In my role at Plancorp, I work with wealth managers in order to give our clients the best advice and experience possible.

  • Wealth Manager

    Jul 2022 - Jul 2024

  • Senior Financial Planner

    Nov 2020 - Jul 2022

  • Financial Planner

    Jul 2019 - Oct 2020
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  Coats Financial Planning, Inc.

  Jul 2024 - now

  Senior Financial Planner

  Working with families around Kentucky to help them achieve their goals using the resources they have available to them.