Emily is a master at making people feel at home. Her warm personality and laser attention to detail sets the tone for the Well-Traveled Wealth office, ensuring all operations run smoothly. In addition to managing day-to-day company processes and communication, she provides support on a number of client service tasks for the firm’s partners, Todd and Yesenia Beckmann.
While Emily has a passion for organization and a crazy ability to multitask, what she loves about being involved at Well-Traveled Wealth is the relationships. She is invested in the overall productivity and efficiency of the firm because it enables the team to better serve their clients. In her multifaceted role, Emily serves as a bridge – connecting people to the answers they’re looking for. Before she gained her nearly two decades of experience in administration, she graduated from Cal State San Marcos.
Originally from Framingham, Massachusetts, Emily considers herself a San Diego native since she has spent the majority of her life here. Her favorite thing to do outside of the office is to spend time with her husband and two children. Emily’s hobbies include whipping up some baked goods, spending time in the pool with her children, and reading.
If you have questions about your account or a general office inquiry, reach out to Emily and she will make sure your request gets to the right place.