Emily M.

Emily M. currently serves as the Sr. Estate Planning Operations Manager at Mercer Advisors, a position held since May 2018, where responsibilities include managing estate planning projects, integrating new services, overseeing workflow updates, and providing training and support to staff. Prior experience includes roles as an Estate Planning Operations Manager and Executive Assistant, emphasizing client onboarding and departmental training. Emily M. also worked at the Colorado Mental Health Institute as a Legal Medical Record Technician II and Administrative Assistant, handling legal liaison duties and patient records. Additionally, experience at the Colorado Department of Human Services and Montgomery County Circuit Court involved providing administrative support and customer service in various capacities. Emily M. holds a Bachelor of Arts in Criminology and Criminal Justice from the University of Maryland.